529 PLANS

Michael Schreiber - Financial Professional

PLATINUM Financial Professional
Michael Schreiber
Registered Investment Advisor
President
Aevitas Wealth Management, Inc
Contact Info:
10 Laurel Ave, Suite 100
Wellesley Hills, MA 02481
Licensed/Registered in:
AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

At Aevitas Wealth Management, we believe that trust and understanding are the cornerstones of a successful, long-term Advisor/Client relationship. Working with Clients, our goal is to tailor investment strategies and financial plans to help you achieve your goals. We offer fee-only independent advice; we don't accept commissions from any products that we choose. When you work with us, you'll receive objective advice and guidance tailored to your specific needs and goals. Aevitas adheres to and believes in the fiduciary standards of Registered Investment Advisors. Aevitas offers the following advisory services: Investment Management Services, Financial Planning Services, Retirement Plan Advisory Services, and Educational Seminars/Workshops.

Aevitas Wealth Management, Inc. is a registered investment advisor, and offers advisory services.

 

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