Essex Private Wealth Management

At Essex Private, our mission is to establish long term relationships with clients and help them achieve their individual financial goals. We build client relationships based on trust, experienced professional advice, continual communication, and personal service.


We believe that good investment advice can only come from good financial planning. A comprehensive financial plan creates the framework within which it becomes possible to make financial decisions that maximize the probability of achieving our clients’ goals.


For more information, please visit Essex Private’s website.

Financial and Retirement Planning

Portfolio and Investment Management

Education Planning

Huntwicke Securities

Huntwicke Securities possesses extensive real estate market knowledge and experience to perform in-depth analyses to best suit client needs and objectives. With extensive research, intelligent decision making, and vast experience, Huntwicke Securities helps clients achieve their goals.

For more information, please visit Huntwicke Securities’ website.

1031 Exchanges

Tax Credit Private Placements

Economic Real Estate Placements