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Building a Bridge to Your Financial Future.

At Powder Point Wealth Management, we want to make lifelong financial planning a comfortable, rewarding, and even joyful process.

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About Us

Helping You Reach Your Retirement Goals.

At Powder Point Wealth Management, we provide retirement planning, wealth management, and tax-aware financial advice to individuals and families across Southern Massachusetts, including Pembroke, Duxbury, and the surrounding South Shore communities. Our goal is to help you make informed decisions about your retirement, estate, and long-term financial life.

Inspired by the Powder Point Bridge in Duxbury, our firm is built around creating a clear, thoughtful path between where you are today and where you would like to be in the future.

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Whether your nearing retirement, or a founder or business owner looking to exit your business, Powder Point Wealth Management can help you prepare for the future you want.

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