Owen
Imparato
Shp Wealth Management, LLC
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About this Advisor
Owen Imparato is a financial advisor based in Plymouth, Massachusetts, working with Shp Wealth Management, LLC. Owen has previously held positions at Gwfs Equities, Inc, Boston Red Sox, Longlead Construction, Sacred Heart School, Emmanuel College, Empower Retirement, Shp Wealth Management, LLC, and Shp Financial, LLC. Owen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Owen is part of Shp Wealth Management, LLC, which operates out of Plymouth, Massachusetts. The firm has 5 offices and 46 employees. The firm manages assets totaling $1.1 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Shp Wealth Management, LLC includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shp Wealth Management, LLC Brokerage Details
$1,097,350,737
46
5,758
$190,578
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Owen Imparato Work History
Shp Financial, LLC
Shp Wealth Management, LLC
Gwfs Equities, Inc
Empower Retirement
Boston Red Sox
Sacred Heart School
Longlead Construction
Emmanuel College
Disclosures
Please visit the SEC profile of Owen Imparato 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 Shp Wealth Management, LLC
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
Plymouth, MA
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