Company

Sconset Wealth Management

Financial Services 1 Beacon St 5 employees

Employees: 5
Contacts: 2
Emails: 2
Phones: 1

www.sconsetwealth.nm.com LinkedIn

Sconset Wealth Management Overview

Headquarters: 1 Beacon St
Website: www.sconsetwealth.nm.com
Industry: Financial Services
Employees: 5
Founded: 2019
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

retirement planning life insurance estate planning education funding business planning

About Sconset Wealth Management

We provide innovative solutions using world-class insurance services and internationally recognized investment products. We will work with you to help identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them.

Sconset Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

Sconset Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michelle Taylor	Director of Insurance and Client Services	United States	View
Katie Malkin	Lead Financial Advisor at Sconset Wealth Management		View
Tim Beard	Director of Investment Operations at Sconset Wealth Management	Greater Boston, United States	Email
Thomas W. Mitchell, Cfp®, Clu®, Chfc®	My Team Helps People by Providing a Vision and Creating Clarity in Their Financial Futures.	Boston, Massachusetts, United States	Email Phone