FSA Wealth Management
Investment Management • 
Needham, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | Needham, Massachusetts, United States |
| Phone number | +17814551020 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Investments, Risk Management, Tax Planning, Retirement Planning, Financial Planning, Estate Planning |
| Employees | 1-10 |
Key Contact at FSA Wealth Management
Meagan Rogers
Director, Investment Strategy & Research
FSA Wealth Management Email Formats
FSA Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@fsawm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fsawm.com | 100% |
About FSA Wealth Management
Wealth brings challenges. Face them with confidence – and with the right team behind you. At FSA Wealth Management, we put a rare blend of in-house expertise to work to manage the full scope of our clients’ wealth. From financial planning to investment management to tax and estate planning, we have our clients covered. We take our role as fiduciaries to heart, and we know how to put the best strategies into play for each unique client situation. Throughout FSA's history, we have helped hundreds of clients realize their financial goals. In addition to individuals and families, we work extensively with small businesses and professional organizations. From business creation to sale or succession, we guide them through the complex financial decisions critical for success. We are particularly proud of the close, long-term relationships we’ve established with so many of our clients. To learn more about FSA Wealth Management, please visit https://fsawm.com/ --- FSA Wealth Management LLC "FSA Wealth Management" is a registered investment advisor. FSA Wealth Management provides investment advisory and related services for clients nationally. FSA Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://fsawm.com/
FSA Wealth Management revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
FSA Wealth Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
FSA Wealth Management has never raised funding before.
FSA Wealth Management Tech Stack
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