Powder Point Wealth Management

Powder Point Wealth Management At Powder Point Wealth Management we partner with our clients to help them simplify and understand their financial future. www.lincolninvestment.com.

The Powder Point Wealth Management team provides comprehensive wealth management consulting services which focus on far more than managing your investment portfolio. Our approach helps clients plan to address every aspect of their financial lives, from asset protection, to investment management, to tax, estate and retirement planning; and is delivered through a private client experience, typically

, available only to high net worth individuals. Our reliability, responsiveness, and integrity provide the foundation for the lasting relationships we have established with our clients, who turn to us first for financial, investment, estate planning, and tax advice. Advisory services offered through Capital Analysts, LLC or Lincoln Investment Planning, LLC, Registered Investment Advisers. Securities offered through Lincoln Investment Planning, LLC, Broker Dealer, Member FINRA/SIPC. Powder Point Wealth Management, LLC and the above firms are independent and non-affiliated. Tax or legal services are not offered through, or supervised by, The Lincoln Investment Companies.

Join us in congratulating PHS graduate, Luke Santoro, on being selected for our 2025 Powder Point Wealth Management Annu...
06/05/2025

Join us in congratulating PHS graduate, Luke Santoro, on being selected for our 2025 Powder Point Wealth Management Annual Scholarship🎉🎓🎉
Luke is going to be attending NYU this fall majoring in International Business.
At PHS, Luke was an incredible student and was involved in countless extracurricular activities, ranging from track and field, swimming, DECA, Student Government/Politics and National Honor Society. Luke also has rec'd numerous honors as a DECA State Finalist, where he placed 1st & 3rd, he won the AP Scholar Award and he won the Rochester Institute of Technology Humanities and Social Sciences Award. Luke also spent two summers at a program at Bentley University called "Wall Street 101" learning about macroeconomics, financial markets, and artificial intelligence in finance. All these remarkable accomplishments made it easy for our scholarship committee to pick Luke as this years PPWM scholarship recipient.
Please drop a like or comment below and share in our celebration for Luke! We can’t wait to see what’s in store for this amazing young man!!!

Join us in congratulating PHS graduate, Matthew Willshire, on being selected for our 2024 Powder Point Wealth Management...
06/17/2024

Join us in congratulating PHS graduate, Matthew Willshire, on being selected for our 2024 Powder Point Wealth Management Annual Scholarship🎉🎓🎉

Matt is going to be attending Boston College this fall majoring in Accounting.

At PHS, Matt was an incredible student and was involved in countless extracurricular activities, ranging from track and field, swimming, DECA, the Robotics club and National Honor Society. Matt was also named Valedictorian of his graduating class and captured the highest gpa in Pembroke High School history.

Please drop a like or comment below and share in our celebration for Matt! We can’t wait to see what’s in store for this amazing young man!!!

10/20/2023
Beautiful evening last night at Granite Links with our wonderful Powder Point Wealth Management clients. We had fun cele...
10/20/2023

Beautiful evening last night at Granite Links with our wonderful Powder Point Wealth Management clients. We had fun celebrating them at our 2023 Client Appreciation Event!

09/28/2023

The September 30 deadline for passing the next round of government bills is quickly approaching. The odds of lawmakers meeting their deadline to pass the needed 12 spending bills are pessimistically low. The House passed just one before their August recess. There are less than 10 working days before...

08/31/2023

Women and Money: Taking Charge of Your Financial Future

08/28/2023

If you would like to reduce your monthly mortgage payment without having to refinance, then you may want to explore a mortgage recast.

08/24/2023

Thanks to a recent regulatory shift, it's now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

08/21/2023

Fraud or financial exploitation is very common. Here are some tips that may help you protect your parents.

Address

30 Corporate Park Drive, Ste 220
Pembroke, MA
02359

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17742310500

Website

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