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