Advisor at GrowthFocus Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
GrowthFocus Wealth Management LLC
Location
Swansea, MA
Credentials
CFP®
Industry experience
6 years
Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.
Based on GrowthFocus Wealth Management LLC
Financial planning services fixed fees ranging from $250 to $3,000 per engagement, negotiable based on complexity.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually Over $2,000,001+: 0.50% annually
Fee-only: Investment management fees based on tiered AUM schedule; no commissions or other compensation received.
Swansea, MA
Massachusetts
CITIZENS Bank
2023 - 2025 (2 years)
Growthfocus Wealth Management, LLC
2020 - Present (6 years)
SK Wealth Management, LLC
2017 - 2020 (3 years)
CITIZENS Bank
2014 - 2017 (3 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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