WESTFIELD WEALTH MANAGEMENT, LLC

Overview

Westfield Wealth Management, LLC is an independent registered investment adviser organized as an LLC and majority owned by an individual. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model is a mix of asset-based fees, hourly charges, and fixed fees rather than transactional commissions. The adviser does not position itself as a capital allocator or an ESG-focused manager. It maintains an industry affiliation with accounting professionals, suggesting coordination with tax and reporting advisers as part of client service. Custody for client assets is centralized at a single custodian (see Assets & Accounts).

Assets & Accounts

Public Holdings

Investments & Alternatives