Port Wealth Management
Financial Services • 
Newburyport, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | Newburyport, Massachusetts, United States |
| Phone number | +19784650037 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 2015 |
| Employees | 1-10 |
Key Contact at Port Wealth Management
John Meakin
Vice President, Financial Advisor
About Port Wealth Management
At Port Wealth Management we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework for your retirement savings that will evolve with you throughout the years. We are specialists in providing individuals and their families with a structured and customized retirement plan. Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies that can help you: •Define your goals •Maximize your savings •Manage your assets •Track and monitor your plan At Port Wealth Management, this is our specialty. Let us focus on your retirement planning—so you can spend your time doing what you enjoy, both now and in the future. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Review our Terms of Use: www.commonwealth.com/termsofuse.html Port Wealth Management, One Harris Street, Newburyport MA 01950, 978-465-0037.
Port Wealth Management revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Port Wealth Management has 5 employees across 1 departments.
Departments
Number of employees
Funding Data
Port Wealth Management has never raised funding before.
Port Wealth Management Tech Stack
Discover the technologies and tools that power Port Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Analytics
CDN
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Frequently asked questions
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