What departments does Port Wealth Management have?

Port Wealth Management has employees across 1 departments including Finance.

What is the largest department at Port Wealth Management?

The largest department at Port Wealth Management is Finance with 6 employees.

Where are Port Wealth Management employees located globally?

Port Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Port Wealth Management's team size changed over time?

Port Wealth Management's team has remained stable from approximately 7 to 7 employees based on available data.

Port Wealth Management Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Port Wealth Management is a small financial services firm based in Newburyport, Massachusetts. It focuses on retirement planning for individuals and families, helping clients design a structured savings framework that can evolve with their needs. The approach emphasizes tailored strategies, combining experience with a high level of personalized service.

Its services cover setting clear goals, optimizing savings, asset management, and ongoing plan tracking. These offerings are delivered within the securities and advisory services framework of Commonwealth Financial Network. With a compact team, the firm operates from its Newburyport base to support clients seeking retirement-focused guidance.

Port Wealth Management Global Highlights

North America
9

United States Of America
9

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Port Wealth Management's Leadership

P. F.
Managing Partner
Mobile Phone
Email
J. M.
Vice President, Financial Advisor
Mobile Phone
Email
E. A.
Financial Advisor
Mobile Phone
Email
B. C.
Financial Advisor
Mobile Phone
Email
S. B. S.
Certified Financial Planner® Practitioner
Mobile Phone
Email
L. N.
Financial Advisor Assistant
Mobile Phone
Email
T. E.
Financial Advisor
Mobile Phone
Email

Port Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Other

Contact profiles from Port Wealth Management

Name

Title

Contact Info

Location

Last Update

P. F.
Managing Partner
Mobile Phone
Email
United StatesMassachusetts
Apr 22, 2026
J. M.
Vice President, Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 26, 2026
E. A.
Financial Advisor
Mobile Phone
Email
United StatesNew Jersey
Apr 22, 2026
B. C.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 22, 2026
S. B. S.
Certified Financial Planner® Practitioner
Mobile Phone
Email
United StatesMassachusetts
Jun 24, 2026
L. N.
Financial Advisor Assistant
Mobile Phone
Email
United StatesMassachusetts
Apr 22, 2026
T. E.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 22, 2026

Frequently Asked Questions

What is Port Wealth Management known for?

Port Wealth Management was founded in 2015 operates in the Financial Services industry. Explore Port Wealth Management's company overview page for more information.

What is Port Wealth Management's most common email format?

Port Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Port Wealth Management email formats with LeadIQ.

How many employees does Port Wealth Management have currently?

Port Wealth Management has approximately 8 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Port Wealth Management's key employees and leadership?

As of August 2026, Port Wealth Management's key employees include:

Managing Partner: P. F.
Vice President, Financial Advisor: J. M.
Financial Advisor: E. A.
Financial Advisor: B. C.
Certified Financial Planner® Practitioner: S. B. S.

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Port Wealth Management Employee Directory

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