Massachusetts Wealth Management, LLC

Massachusetts Wealth Management provides discretionary investment management to individuals (including high‑net‑worth clients), trusts, retirement plans, endowments, and charitable organizations. The firm constructs customized portfolios that generally combine individual equities, fixed‑income securities, and a smaller allocation to ETFs, and it typically establishes a $1,000,000 account minimum (with some maintenance minimums and negotiability noted).

The firm employs a tactical asset allocation approach with a long‑term orientation while permitting shorter‑term trades to respond to market conditions. Client onboarding and portfolio construction follow a structured process (questionnaire, risk‑tolerance assessment, and written investment policy statement), and portfolios are managed with explicit risk limits such as initial position caps (10% per issue) and industry caps (20%).

Compared with many supported peers, the firm manages roughly $301 million of discretionary assets with a compact advisory team, resulting in a relatively high AUM‑per‑advisor profile. Operationally, MWM directs trading and custody through a single‑custodian execution model, relies on standing letters of authorization for a substantial portion of custody, and does not vote client proxies — operational features prospective clients may wish to review alongside investment practices.