BEVERLY, MA – Spearhead, a premier wealth management and administration solutions provider for ultra-high net worth investors, family offices, and private placement markets is pleased to announce further expansion via its new office location at The Cummings Center in Beverly, MA.
“We are very excited to expand our presence in the Boston area, which reflects our commitment to servicing the needs of ultra-high net worth and family office clientele across the greater New England region,” comments Spearhead’s Managing Member & Co-Founder, Todd Walters.
Spearhead’s New England office is led by Chris Shepherd, a wealth management veteran who joined Spearhead in 2017, and continues to expand the firm’s footprint in the Northeast region.
“Over the past 12 months we have been able to establish ourselves in the region by delivering true wealth management, combining sophisticated tax management with investment management. The opening of the New England -based office reflects the commitment Spearhead has to the region, and allows us to better serve our clients and partners” remarks Chris Shepherd.
Spearhead is a privately held financial services firm exclusively focused on providing premier wealth management and administration solutions to ultra-high net worth investors, family offices, and private placement markets. The firm strives to provide long-term value to clients on an after income and estate tax basis by combining balance sheet risk management techniques with investment strategies.
All Securities are offered through Spearhead Capital, LLC, Member FINRA/SIPC. Advisory Services are offered through Spearhead Capital Advisors, LLC. Consulting and Administration services are offered through Spearhead Innovative Solutions, LLC and its subsidiaries.