Matthew
Bean
Cw Advisors, LLC
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About this Advisor
Matthew Bean is a financial advisor based in Boston, Massachusetts, working with Cw Advisors, LLC. Matthew has previously held positions at Congress Wealth Management LLC, Gw&K Investment Management, and Newvantage Partners LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Matthew is part of Cw Advisors, LLC, which operates out of Boston, Massachusetts. The firm has 12 offices and 76 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cw Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cw Advisors, LLC Brokerage Details
$6,920,412,973
76
9,978
$693,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Bean Work History
Congress Wealth Management LLC
Gw&K Investment Management
Newvantage Partners LLC
Disclosures
Please visit the SEC profile of Matthew Bean to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cw Advisors, LLC
Boston, MA
Boston, MA
Wynnewood, PA
Boston, MA
Columbia, MD
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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