Our Company
Phalanx Wealth Management, established in 2008, is an independent, fee-only asset management and financial planning firm located in Topsfield, Massachusetts. 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
Phalanx Wealth Management is proud to be an independent firm. This means the only people we have to answer to is our clients. It is through this independence that we avoid the conflicts of proprietary sponsored investment strategies and can focus on what is best for you!
Phalanx Wealth Management is a Registered Investment Adviser.