One Charles Private Wealth
Financial Services • 
Hingham, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 99 Derby Street, Suite 100, Hingham, MA 02043, US |
| Phone number | +16173374206 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2015 |
| Employees | 11-20 |
| Socials |
Key Contact at One Charles Private Wealth
Paul Squarcia
Founder
One Charles Private Wealth Email Formats
One Charles Private Wealth uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@onecharlespw.com), used 54.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@onecharlespw.com | 54.5% |
{first name}{last name} | johndoe@onecharlespw.com | 27.3% |
{first initial}{second initial} | jo@onecharlespw.com | 18.2% |
About One Charles Private Wealth
At One Charles Private Wealth we look beyond your portfolio. Your finances are connected to your whole life so we don’t deal with it in the abstract. We work with your finances where they impact you. We discover your unique circumstances and aspirations. How your beliefs and values shape not only your life but how you deal with money. Then we incorporate your life story with the financial data to create a plan with purpose. We are the stewards of the plan. We work collaboratively with the other professionals in your life to ensure that we execute on the plan, keep it up to date with all that is going on in your life and adapt it as necessary. We also focus on wealth structuring, access to banking services, estate planning services, insurances, credit and lending. We deliver proactive, customized advice along with excellent service – because we understand that the service we deliver is just as important as helping to protect and grow your wealth. https://ocpws.com/disclosure/
One Charles Private Wealth revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
One Charles Private Wealth has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
One Charles Private Wealth has never raised funding before.
Germany
Poland
Belgium
Netherlands
Frequently asked questions
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