Powerhouse Assets LLC

Ralitza Gueorguieva is a financial advisor at PowerHouse Assets LLC in Lincoln, MA, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with PowerHouse Assets since 2012. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth clients, focusing on diversified accounts using mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient funds, and aligns portfolios with clients’ time horizons and risk tolerances.

Iwona Cholewa is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. She is currently with Powerhouse Assets LLC and has prior experience at Avandra NWA LLC, Hemington Wealth Management, and Dimensional Fund Advisors LP. Outside of her advisory work, she is involved in adventure travel activities. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on diversified accounts through mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient investments, and aligns portfolios with clients’ time horizons and risk tolerances.

Alice Finn is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with PowerHouse Assets LLC since 2011. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on global asset-class allocation and low-cost, tax-efficient funds. The firm maintains a small team of three advisors and oversees approximately $207 million, emphasizing diversified portfolios aligned with clients’ time horizons and risk tolerances.