Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Pomerantz is an investment advisor representative at Windrose Advisors LLC. Paul has been with Windrose Advisors LLC since November 2009. Paul is registered with the state of Massachusetts. Paul is a Series 65 licensed advisor. Paul specializes in providing financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Paul primarily focuses on providing investment advice to high net worth individuals, charitable organizations, and pooled investment vehicles.
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.
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
05/24/2010 - Present
Windrose Advisors LLC (WALTHAM MA)
IA
Issued 05/20/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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