Financial Advisors in NEWBURYPORT, MASSACHUSETTS

Newburyport, MA

EP Wealth's Newburyport office has experience creating fully customized financial, retirement, estate, tax and business plans that help regional families and business owners build, manage, and transfer wealth in alignment with their lifestyle needs and legacy ambitions. We cater to the unique needs of Newburyport's residents and look forward to creating a bespoke plan to help you build your future.

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CLIENT SUPPORT TEAM

Tanya Vecchi
Client Relationship Manager

Eileen Guerin
Client Relationship Associate

Geniffer Takacs, CFA
Director of Portfolio Management

Jaymz McStowe, CFP®
Senior Financial Planner

Contact Our Newburyport Financial Advisors

Our Newburyport office invites you to visit and meet our financial advisors to see what our full-service team can provide.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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