GrowthFocus Wealth Management LLC
Investment Bank/Securities Brokerage - Somerset, MA, us
GrowthFocus Wealth Management LLC Employees
GrowthFocus Wealth Management LLC Details
GrowthFocus is a fee-only wealth advisory firm located in Somerset, Massachusetts. Our mission is to help clients achieve their short and long-term financial goals through our comprehensive financial planning process and tailored investment strategies. Our fee-only approach ensures we always have our clients best interest in place.Steven C. Antunes, CFP®, MPAc Steve created GrowthFocus in 2020 to help individuals and families in all areas of wealth management and his strong passion for the field. Steve has over ten years of wealth management experience. Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has a Master of Professional Accountancy degree (MPAc) with a concentration in Personal Financial Planning from Rhode Island College.Our process at GrowthFocus starts with creating a comprehensive financial plan. Once we have a financial plan in place, we can develop the proper portfolio strategy and asset allocation based on our clients financial planning needs, time frame, and risk tolerance. It doesn't stop there, routine financial plan updates and investment reviews are critical for long-term financial success.At GrowthFocus we look at the big picture. Focusing on the big picture helps us better evaluate our clients overall financial situation. From that big picture view, we can then formulate and advise our clients on the proper planning and investment strategy to meet their financial goals.We strive to create longstanding relationships with our clients. Building trust and a strong relationship with our clients is paramount at GrowthFocus.GrowthFocus Wealth Management LLC is a registered investment advisor. Please visit our website www.growthfocuswealth.com for important disclosures.
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