About Us
About Essex private wealth management Your best financial interest
is our only priority — always.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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Recommendations here carry a fiduciary duty, which means we are legally required to put your financial interest ahead of our own when we advise you. In practice, that shows up as telling you when an option is wrong for you, even when a different answer would be easier or more profitable for us to give. Decades of experience between us have taught us where we add value and where we do not, so we stay within what we do well rather than reaching for whatever is in vogue. Advice built that way tends to look much the same in a calm year and a frightening one, which is usually the point.
Meet The Team Our Leaders Who You'll Be Working With
The people who lead here still sit across from clients, which keeps the standards they set grounded in the realities of advising rather than in a memo. They have kept the team small, so the judgment and honesty they expect can be taught and held to in person instead of assumed. What that produces for you is a team of advisors whose recommendations answer to the same principles at every desk, not only at the top.
Brian Woodland
President
Peter Mulholland
Chief Investment Officer
James Baga
Investment Advisor
Victor Kester
Investment Advisor
Fernando Garcia
Operations
Contact Us Start the Conversation
Real situations rarely stay inside one category, and yours doesn't have to. The clearest way to learn which of these areas deserves attention first is a conversation about your life as it actually is. Whenever you're ready, we'd be glad to start one.