Attleboro Wealth Management LLC

Attleboro Wealth Management advises individual and high‑net‑worth clients, as well as trusts, estates, broker/dealers, and business entities, offering discretionary asset management, comprehensive portfolio management, financial planning and consulting, portfolio monitoring, and investment consulting for brokerage customers. Portfolios are built from individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, and the firm also offers standalone planning work that can encompass corporate and personal tax planning, cost segregation studies, mortgage/debt analysis and other business‑focused analyses.

The firm’s investment process is overseen by a centralized investment function that uses fundamental, quantitative, qualitative and sector analysis to inform asset‑allocation approaches (strategic, dynamic, tactical and core‑satellite), with ongoing monitoring and periodic rebalancing; accounts may be managed on both a discretionary and non‑discretionary basis. The brochure describes use of both long‑ and short‑term purchase strategies, fixed‑income instruments and structured products, and discloses the principal risks associated with those approaches.

A few features distinguish the firm from many peers: the brochure lists tax‑related services and deliverables (including corporate and personal tax planning and cost segregation studies) and records a recent material change removing Tax Services in September 2025, indicating closer ties to tax/accounting capabilities than is typical. The firm also points clients to external third‑party information (its website and the SEC adviserinfo/CRD number), advertises third‑party ratings in its materials, provides investment consulting to broker/dealers, and requires a $1,000,000 minimum for its Comprehensive Portfolio Management service.