Essex Private Wealth Management LLC

Victor Kester, Jr. is an advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior work includes roles at Huntwicke Securities, MML Investors Services, Deloitte, and Broadridge Financial Systems. Outside of advisory services, he is also active as a real estate salesperson with Keller Williams. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized portfolios using mutual funds and ETFs, combining fundamental and technical analysis with a primarily long-term investment approach.

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.

James Baga is a financial advisor at Essex Private Wealth Management LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Huntwicke Securities, LLC and Huntwicke Advisors, LLC since 2016, following a prior role at Sentinel Pension Advisors Inc. from 2013 to 2016. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations, providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm constructs customized portfolios using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation, while maintaining ongoing personal contact with clients.

Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been involved with Essex Private Wealth Management since 2009 and also manages related entities including Huntwicke Financial, Inc. and Ipswich Brewery Partners. Outside of advisory work, he serves as president of Huntwicke Capital Group, a holding company overseeing various businesses including a beer brewery and a youth soccer training organization. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations, providing customized wealth management and investment services. The firm employs a blend of fundamental and technical analysis with a mostly long-term investment approach and operates as a four-advisor team managing approximately $294 million.