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Julie Sacchiero is a registered Investment Advisor Representative at Gw&K Investment Management, LLC, in Boston, Massachusetts. Julie has been in the industry since November 2005. Julie's areas of specialization include retirement planning, investment advisory services, portfolio management for individuals, businesses, and investment companies. Julie holds the Series 65 license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
08/30/2022 - Present
Gw&k Investment Management, LLC (BOSTON MA)
IA
Issued 08/22/2022
Series 65 - Uniform Investment Adviser Law Examination
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Inactive
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