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Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
Years of Experience
5-20+ Years
Boston, MA
24 Years Experience
0 Disclosures
ADVISOR BIO
Nathanael McCann Richardson is a financial advisor with Fidelity Personal And Workplace Advisors. Nathanael has been in the industry since 1999 and is licensed in 52 states. He specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Nathanael is also a registered Investment Advisor Representative. He is a proud owner of a photography business that operates as a side business.
SPECIALIZATIONS
Boston, MA
18 Years Experience
0 Disclosures
ADVISOR BIO
Natalie Vigunas is a financial advisor with Fidelity Personal and Workplace Advisors, and has been in the industry since 2006. Natalie holds FINRA Series 7, 9, 10, 66, and SIE licenses, and is registered in Connecticut, Florida, New Jersey, New York, North Carolina, and Pennsylvania. Natalie is also a CERTIFIED FINANCIAL PLANNERâ„¢. Natalie focuses on financial planning and portfolio management for individuals and businesses.
SPECIALIZATIONS
Boston, MA
24 Years Experience
0 Disclosures
ADVISOR BIO
Miriam Coffey is a registered investment advisor representative with Morgan Stanley. Miriam has been in the financial services industry since August 2000. Miriam is licensed in 47 states and the District of Columbia. Miriam is also a registered representative with FINRA and has Series 7 and Series 63 securities licenses. Miriam has previously worked with Citigroup Global Markets Inc.
SPECIALIZATIONS
Boston, MA
0 Disclosures
ABOUT FIRM
WAINWRIGHT INVESTMENT COUNSEL LLC is an investment advisor based in BOSTON, MA. The firm primarily provides portfolio management services for individuals, corporations, charitable organizations, state or municipal government entities, and pooled investment vehicles. They also offer other advisory services including bespoke advisory and consulting, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses. WAINWRIGHT INVESTMENT COUNSEL LLC manages approximately $4.95 billion in assets.
SPECIALIZATIONS
Boston, MA
18 Years Experience
0 Disclosures
ADVISOR BIO
Justin David Glucksman is a financial advisor with UBS Financial Services Inc. Justin has been in the industry since February 22, 2006 and is registered in 36 states. Justin is a Registered Representative and Investment Advisor Representative and holds the Series 7, 66, and SIE licenses. Justin's office is located in Boston, Massachusetts.
SPECIALIZATIONS
Boston, MA
11 Years Experience
0 Disclosures
ADVISOR BIO
Robert Loring is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert is registered with FINRA and holds the Series 7 and Series 66 licenses. Robert has been in the securities industry since 2007 and has been with Merrill Lynch since 2015.
SPECIALIZATIONS
