Edelstein Wealth Management LLC is a registered investment advisor with the Commonwealth of Massachusetts that provides comprehensive financial planning and investment advisory services to individuals and businesses on a fee-only basis. Our mission is to be a comprehensive resource for financial advice in areas such as retirement planning, estate planning, taxes, insurance and investment management services.
DISCLAIMER: Edelstein Wealth Management LLC is a Registered Investment Advisor with the Commonwealth of Massachusetts. This website is for information purposes only and does not constitute a complete description of our services or fees. (A copy of our Form ADV is available upon request.) The information contained in this website is not a solicitation to sell securities or investment advisory services where such an offer would not be legal. Certain information on this site, such as charts, articles or any statement regarding market or other financial information is obtained from sources we believe to be reliable. Finally, past performance is never a guarantee of future performance.
CFP™, CERTIFIED FINANCIAL PLANNER™ and are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.