• What We Do
    • Wealth Counseling
    • Investment Advisory Services
  • Who We Are
    • Our Team
    • Research Roundtable
  • How We Invest
    • Our Fiduciary Pledge
    • Investment Approach
    • Questions To Consider
    • Our Transparent Approach
  • Insights and Research

Our Team

adams 500x500

Cristina Adams

Partner - Director of Operations and Technology

View profile
Elisabetta

Elisabetta Basilico PhD, CFA

Research Roundtable Fellow

View profile
Mitch 500x500

Mitch Bollinger, CFA, CAIA

Investment Analyst and Research Roundtable Fellow

View profile
james-cornell

James Cornell

Managing Partner

View profile
Daniel Grenier

Daniel Grenier

Senior Relationship Manager

View profile
Charlie Henneman

Charlie Henneman, CFA

Research Roundtable Fellow

View profile
Tommi

Tommi Johnsen  PhD

Research Roundtable Fellow

View profile
erik 500x500

Erik Marr, CFP ®

Partner and Chief Compliance Officer

View profile
preston 500x500

Preston McSwain

Managing Partner and Chief Investment Officer

View profile
Sloane

Sloane Ortel

Research Roundtable Fellow

View profile
Andy Wels

Andrew Wels, J.D.

Regulatory Counsel

View profile
Rick 500x500

Rick Wetmore, CFA

Partner and Deputy Chief Investment Officer

View profile

FWP Logo Dark

Fiduciary Wealth Partners is a 100% employee owned firm that serves clients in a transparent, fiduciary manner.

We do not have any fee sharing arrangements with managers and do not have any broker-dealer conflicts. In addition, you will never see an arbitration clause in our contracts.

Everything we do is focused on assisting trustees, institutions and families with investment consulting, management and overall asset planning strategies.

  • Disclosures
  • ADV
  • Privacy Policy
  • Form CRS

Useful Links

  • Investment Advisory Services
  • Wealth Counseling
  • Our Team
  • Research Roundtable
  • Our Values
  • Questions To Consider
  • Insights and Ideas
  • Contact Us

Contact us

Phone

(617) 602-1900

Email

info@fwpwealth.com

Address

177 Huntington Avenue
20th Floor
Boston, MA 02115

 

View larger map

© 2020 FWP. All Rights Reserved. Fiduciary Wealth Partners Is An SEC Registered Investment Adviser.