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Single Point Partners

Headquartered in BOSTON, MA

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Firm Information

Single Point Partners is a Boston, MA-based registered investment advisor. They specialize in providing financial planning and portfolio management services for individuals and high-net-worth individuals. They also manage assets for investment companies. They have approximately $525 million in regulatory assets under management and are a team of 11 investment advisor representatives.

Single Point Partners

277 DARTMOUTH STREET

BOSTON, MA 02116

$524.99M

Assets Under Management

10

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

SINGLE POINT PARTNERS has a total of 1 branch locations across the country.
location

BOSTON, MA

Advisors at Single Point Partners

View All 9 Advisors
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Meghan Elizabeth Dwyer

CFP®, RA

BOSTON, MA

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Joshua Richard Sedlecky

RA

BOSTON, MA

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Michelle Silvermen Harrison

CFP®, RA

BOSTON, MA

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Michelle Mei girn Lum

CFP®, RA

BOSTON, MA

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Claire Noel Hawkes

CFP®, RA

BOSTON, MA

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Sara Walker Thomson

RA

BOSTON, MA

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Leah Warren

CFP®, RA

BOSTON, MA

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Cassandra Anton Golden

CFP®, RA

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Disclosures

There are no public disclosures for Single Point Partners.

Frequently Asked Questions (9)

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