Specializing in Smarter Wealth Management
Phalanx Wealth Management makes clients our first priority. We go out of our way to deliver first-class financial guidance from experienced advisors, all of whom are committed to serving your best interests.
The intimate size of our firm creates a culture of team collaboration. Working together and drawing from each other's strengths, we craft plans of action that represent the best fit for your money and the next great step towards financial security.
We educate.
Investors should understand the decisions being made by their financial advisor. We educate and inform our clients on our investment strategies and approaches, so you believe in our ideas as much as we do.
We listen.
As our client, you'll be working directly with a personal investment advisor. You'll never have to communicate through an unfamiliar, uninformed middleman. Your portfolio is managed specifically to address your situation and goals, and is monitored on a daily basis by the Phalanx Wealth Management team.
We strive to deliver results.
Our formula for success starts with sound decision-making. We strategically select investments that show potential for sustained trend growth. We use asset allocation to control risk. We closely monitor the business cycle (expansions and contractions) with an understanding of monetary and fiscal policy, valuation, and investor sentiment. And through the entire process, Phalanx Wealth Management closely monitors security concentration risk and maintains a diversified approach.
Let's get started.
Our priority is your peace of mind. Partner with us and rest assured that you are on course towards meeting your long-term financial goals. Click here and complete our confidential investor profile questionnaire as the first no obligation step! We will set up a meeting and discuss how we can help!
How we can help you:
The Company
PWM clients receive first class financial guidance from experienced advisors, all of whom are committed to serving the clients best interests. PWM is comprised of investment veterans, real estate specialists and small business owners. Our intimate size of our firm creates a culture of team collaboration. Working together and drawing from each other's strengths, PWM is able to develop a winning strategy for each of our clients.
We educate our customers:
Investors should understand the decisions being made by their financial advisor. We make every effort to educate our clients on our investment strategies and approaches so they believe in the ideas as much as we do!
We are available for our clients
Our PWM clients work directly with a personal investment advisor. You will never work with an unfamiliar, uninformed middleman. Your portfolio is managed specifically to address your situation and goals and is followed on a daily basis by the PWM team.
We are prudent investors:
We strategically select investments that show potential for sustained trend growth. We use asset allocation to control risk. We closely monitor the business cycle (expansions and contraction) with an understanding of monetary and fiscal policy, valuation and investor sentiment. PWM closely monitors security concentration risk and aims to maintain a diversified approach.
Client servicing goals:
Our priority is “your peace of mind” knowing that you are on course to meet your long term financial goals.
Meet the Team
Phalanx Wealth Management is a fee-only advisory and portfolio management firm based in Topsfield, MA-just north of Boston. Since 2009, we have been providing clients with financial strategies and management tailored to individual circumstances and objectives rather than advisor incentives or commissions.
We provide our clients with financial advice centered on portfolio management. This advice comes from a veteran group of accomplished professionals.
Phalanx Wealth Management provides its financial expertise on a fee-only basis which aligns our advisor interests directly with our clients. The end result is a professional relationship where the client feels confident that their financial future is being cared for every step of the way, and that decisions about their investments will be made for the right reasons.
Brian Woodland
Brian Woodland has over 17 years of investment management experience. He specialized in managing portfolios for individuals and small institutions during his career. He worked closely with trading desks, research analysts, and buy side portfolio managers at different companies. Brian joined Cowen & Company in 1996, as a Vice President in the Private Client Group. In 2000, Brian joined Salomon Smith Barney as a Senior Vice President of Investments in Boston, MA. There, he was certified as a Financial Planning Specialist for the firm in 2003. In 2006, Brian left Smith Barney with the desire to create a conflict free, client focused, independent financial company that has evolved into PWM. Brian is also President and the Principal of Phalanx Trading LLC, a FINRAapproved Broker /Dealer.
Brian holds the following NASD licenses: Series 24, 7, 8, 22, 63, and 65
Peter Mulholland
Peter Mulholland has over 18 years experience in the financial services industry and 15 years as an Investment Advisor working with high net worth individual investors, corporate clients and not-for-profit institutions. His passion for the financial services business started Fidelity Investments in 1992 as a mutual fund sales representative. In 1993 Peter joined Fidelity's Portfolio Advisory Services division became licensed as an investment advisor representative. During the 15 years with Portfolio Advisory Services, the division grew total assets from $300 million to over $30 billion.
Peter worked in close contact with the investment management team constantly reviewing monetary and fiscal policy, market valuation and investor sentiment and advised and managed a diverse group of accounts that grew to over 400 customers by 2008. He built long lasting relationships and trust with his clients and was awarded Success and Achievement Awards in 2007 and 2008 for his contributions. Peter joined Phalanx Wealth Management in 2009.
Peter is a graduate of the University of New Hampshire and holds the NASD licenses 7, 63 and 65. Peter is a Massachusetts North Shore native and lives with his wife and their two sons on their family farm in Topsfield.
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