Our Company:
Phalanx Wealth Management was established in Topsfield, Massachusetts in 2008, as an independent, fee-only asset management and financial planning firm. Our goal is to support the investment objectives of our clients and provide the highest level of service in the industry.

We accomplish this by:

  • Understanding our customers investment objectives, risk profile and financial condition
  • Establishing an investment plan
  • Securities monitoring and rebalancing
  • Frequent contact and reporting

Our clients are:

  • Individuals
  • Families
  • Not for profit institutions
  • Business

Financial success today requires teamwork - today’s investors deal with an ever changing complex financial system.  Our investors enjoy personal advice tailored to meet their individual goals and objectives.  If you need help in formulating an investment plan to meet your goals, desire disciplined advice and want a personal relationship with your advisor.... we can help... it's what we do.

 

Peter E. Mulholland, Principal  petermulholland@pxwealth.com

Brian A. Woodland, Principal  brian@pxwealth.com

Jason A. Canzano, Principal  jason@pxwealth.com

 

Integrity, peace of mind and trust are our cornerstones.

PHALANX WEALTH MANAGEMENT is a Registered Investment Adviser

 

PHALANX WEALTH MANAGEMENT   Suite 202, 7 Grove Street, Topsfield, MA 01983

Direct: 978.887.5981    Toll Free: 800.550.7411    Fax: 978.887.2928
info@pxasset.com

 

  • 58 Main Street
  • Topsfield, MA 01983
  • Direct: 978.887.5981