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  2. William Elwell, CFP®, AIF®

William Elwell, CFP®, AIF®

William M. Elwell, CFP®, AIF®
Financial Advisor
Phone: 
978-264-9999 Ext 211
E-mail: 
welwell@antaeuswealth.com

Will Elwell has been with Antaeus Wealth Advisors since 2013. He is committed to establishing meaningful relationships with his clients to help them implement comprehensive, objective financial planning strategies. Will firmly believes that individuals who know where they stand have a substantially increased likelihood of achieving their goals. 

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Accredited Investment Fiduciary (AIF®), Will has a moral, ethical and legal obligation to put client interest before that of his own. Clients rely on Will to guide them through a complex financial landscape while staying disciplined in volatile markets. He focuses on assisting emerging wealth couples and members of the medical community to clarify and accomplish their lifelong goals.  By staying abreast of rapidly changing markets, tax legislation and political environments, Will helps his clients efficiently manage their wealth. 

Will holds a B.S. from the University of Vermont majoring in finance with a concentration in English. In his free time Will enjoys tennis, baseball, and spending time on the North Shore with his wife Brooke.

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Our Team

A.J. Sohn

Evan P. Welch

Sherry Cutler

Justin C. Littlefield

Mark E. Pelletier

Allison Conlon

William Elwell

Nikki Dube

Shaun D. Sullivan

Michael Mallon

 

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Phone: (978) 264-9999
Fax: 978-264-1999

Email: scutler@antaeuswealth.com

80 Central Street, Suite 150, Boxborough, MA 01719

 

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Antaeus Wealth is not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT and WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.

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