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  2. William Elwell, CFP®, AIF®

William Elwell, CFP®, AIF®

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

A financial advisor, Certified Financial Planner™
(CFP®) practitioner, and Accredited Investment
Fiduciary® (AIF®), Will establishes meaningful
relationships with clients, and helps them
implement objective, comprehensive financial
planning strategies. Will also is heavily involved
in researching and screening various investments
to determine whether they meet the firm’s
stringent requirements.

Will understands that clients may not have the
time, desire, or expertise to properly plan and
manage certain financial aspects of their lives.
His personal approach includes explaining
options, developing appropriate strategies, and
discussing alternatives in ways that are easy to
understand. Clients look to Will for guidance
on navigating through the complex financial
landscape and often volatile markets.

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, TN, 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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