Atwater Wealth Management

Atwater Wealth Management (CRD# 172749) is a financial advisory firm headquartered in Boston, MA. They manage $52,362,000 in 188 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $278,521
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Atwater Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Caroline A. Gaffney
CRD#: 4699800
176 Federal Street, 5th Floor, Boston, MA 02110
96
Wealthminder
score

Caroline Gaffney (CRD# 4699800) is an Investment Advisor Representative working at Atwater Wealth Management in Boston, MA and has over 12 years of experience in the finance industry. Caroline Gaffney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Beth S. Milkovits
CRD#: 4856473
176 Federal Street, 5th Floor, Boston, MA 02110
96
Wealthminder
score

Beth Milkovits (CRD# 4856473) is an Investment Advisor Representative working at Atwater Wealth Management in Boston, MA and has over 12 years of experience in the finance industry. Beth Milkovits has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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