Experience Your Wealth's Possibilities
Your financial life is built on the time you’ve spent working, saving and investing. At Pleasant Street Wealth Advisors, we help you plan for the future your hard work has earned.
Schedule an Appointment
Personalized Solutions for You
The needs, desires, and priorities of our clients are at the core of everything we do. Built on our professional experience and insight practicing wealth management for many decades, our thorough proprietary process enables us to cultivate a deep understanding of what matters most to each client and design highly customized solutions.
As the architects of your financial future, we seek to design optimal strategies that are tailored to your specific needs and goals that are flexible enough to accommodate the changes in your life.
Who We Are

Pleasant Street Wealth Advisors (PSWA) is a fee-based, family-owned financial planning and wealth management firm with headquarters in Groton, Massachusetts.

FOUNDED by a father and son team with a long track record of successfully serving high-net-worth families, individuals and businesses. Your team at PSWA offers a client-centered, boutique approach to financial planning and investment management, designing highly personalized solutions that fit you and your family’s needs and wealth structure.
At PSWA, we think of ourselves as a trusted partner on your financial journey, offering comprehensive, solid, and life-changing advice that is designed to transform every area of your life not just today, but across generations.
Get Pleasant Street Perspectives in Your Inbox
logo
Contact Us
Corporate Headquarters:
Pleasant Street Wealth Advisors, LLC
20 Pleasant Street R
PO Box 643
Groton, MA 01450
Phone Number: (978) 758-1604
Disclosures
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPCHeadquartered at 18 Corporate Woods Blvd., Albany, NY 12211.
Purshe Kaplan Sterling Investments and Pleasant Street Wealth Advisors are not affiliated companies.
Investments through PKS or RIA are: NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL | NOT INSURED BY ANY STATE OR FEDERAL AGENCY.