Winslow Wealth Management LLC

Winslow Wealth Management LLC (CRD# 166196) is a financial advisory firm headquartered in Boston, MA. They manage $115,369,674 in 125 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $922,957
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CA, CT, DE, FL, IL, KY, MA, MD, MO, MS, NH, NJ, NY, PA

Financial Advisors at Winslow Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donna M. Scotti
CRD#: 2003205
175 Federal Street, 8fl, Boston, MA 02110
93
Wealthminder
score

Donna Scotti (CRD# 2003205) is an Investment Advisor Representative working at Winslow Wealth Management LLC in Boston, MA and has over 26 years of experience in the finance industry.

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