Next Era Wealth Management
Financial Services
Located in the Greater Boston Area. Over the Past 40 Years
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Next Era Wealth Management Overview
- Headquarters
- Located in the Greater Boston Area. Over the Past 40 Years
- Industry
- Financial Services
- Employees
- 5
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Next Era Wealth Management
Next Era Wealth Management is a full-service family office located in the Greater Boston area. Over the past 40 years, Next Era has provided a wide range of services to individuals, businesses, and non-profit organizations. We service clients in a variety of industries and specialize in providing wholistic tax and investment advice.
Next Era Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Next Era Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Tristan Sibug | Accounting Major and Data Analytics Minor at Stonehill College | Norton, Massachusetts, United States |
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|
| Kate Jordan | Tax Consultant - Next Era Wealth Management |
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|
|
| Brian Ungar | Office Manager | Stoughton, Massachusetts, United States |
Email
Phone
|
| Paige Frost | Assistant Professor of Accounting at Stonehill College | Boston, Massachusetts, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Manager
1 profile
Associate / junior
1 profile
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