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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.
NEWBURYPORT’S WEALTH MANAGEMENT TEAM
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.
Suite E
Newburyport, MA 01950
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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