S & D Wealth Management, LLC
Firm details
- Headquarters
- Westborough, Massachusetts
- CRD number
- 166167
- Fee structure
- Other
Firm profile
FINTRXOverview
S & D Wealth Management, LLC is organized as a limited liability company and is classified as an institutional registered investment adviser. The firm is individually owned and does not identify as a capital allocator or as a multi-state adviser. It is not flagged as an active ESG investor, nor as a pension consultant or related adviser. The firm's stated fee structure is listed as "other," indicating it does not report a standard asset-based, hourly, or commission model in the provided data. An industry affiliation with accounting professionals is noted.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Michael Stowe
Owner, PartnerCRD 6136305
David Degon
Senior PartnerCRD 6136631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westborough, MA
Worcester
Location
Westborough, MA
Headquartered in Westborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 95 A Turnpike Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
AAF Wealth Management, LLC
RIAWestborough, MA
Yarrington Management Company
RIAWestborough, MA
Girard Capital Management
RIAWestborough, MA
Finivi Inc.
RIAWestborough, MA
Cadence Wealth Management LLC
RIAWestborough, MA
Factor Investing Group
RIAWestborough, MA