Essex Private Wealth Management provides comprehensive financial planning and investment management services on a fee-only basis to individuals, families, and their closely held businesses. Our mission is to create and maintain wealth for our clients through long-term, effective asset management strategies. We assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process and achievement of these goals. The intimate size of our firm creates a culture of team collaboration. Working together and drawing from each other’s strengths, we craft plans of action that represent the best fit for our clients’ money and the next step toward their financial security.
Brian Woodland, President
Brian Woodland has over 26 years of investment management experience. He specialized in managing portfolios for individuals and small institutions during his career. He worked closely with trading desks, research analysts, and buy side portfolio managers at different companies. Brian joined Cowen & Company in 1996, as a Vice President in the Private Client Group. In 2000, Brian joined Salomon Smith Barney as a Senior Vice President of Investments in Boston, MA. There, he was certified as a Financial Planning Specialist for the firm in 2003. In 2006, Brian left Smith Barney with the desire to create a client focused, independent financial company that has evolved into Huntwicke Capital Group. Brian is also President of Huntwicke Securities LLC, a member FINRA / SIPC.
Call 978-887-5981, ext. 412
Peter Mulholland, Chief Investment Officer
Peter Mulholland has over 23 years experience in the financial services industry and 15 years as an Investment Advisor working with high net worth individual investors, corporate clients and not-for-profit institutions. His passion for the financial services business started Fidelity Investments in 1992 as a mutual fund sales representative. Peter joined Huntwicke Advisors in 2009.
Peter is a graduate of the University of New Hampshire and a Massachusetts North Shore native. He currently lives with his wife and their two sons on their family farm in Topsfield.
Call 978-887-5981, ext. 403
James Baga, Investment Advisor
Jim Baga has over 23 year of experience as an Investment Advisor working with individual investors and nonprofit organizations. He joined Huntwicke Advisors after 15 years as the on-site representative for Fidelity. His clients included Massachusetts General Hospital, Brigham & Women’s Hospital, Newton Wellesley Hospital, Faulkner Hospital, Northeastern University, University of Vermont, Fletcher Allen Hospital and Bowdoin College.
Jim is a graduate of Northeastern University. He currently lives with his wife Nora and two sons in Merrimac, MA.
Call 978-887-5981, ext. 404
Jim Edmonson, Investment Advisor
Jim grew up in South Texas, graduating from Texas Tech University with a bachelor’s in business administration in 2000. In 2003 he started in the financial industry finding his way to Fidelity Investments in 2007, where he advised employees of hospitals and universities in retirement and investments strategies. It was through this work that Jim began following his passion for building long-lasting relationships with his clients. His drive to more fully understand his clients and their goals enabled him to better serve them and help them achieve investment success. This drive led Jim to Essex Private Wealth in 2017 where he now enjoys getting to know his clients and working closely with them 1 on 1 to achieve their long-term financial objectives. Jim has been recognized as a 5-Star Wealth Manager in 2019, 2020 and 2021.
Outside of the financial world, Jim is an avid soccer player, coach, and adventurous hiker. In 2001 he hiked the Appalachian Trail from Georgia to Maine which took him 6 months to complete. He is active in his church and volunteers in his local community through various organizations. He lives in New Hampshire with his wife Amanda and two kids, Lionel, and Mackenzie.
Call 978-887-5981, ext. 402
Fernando Garcia, Operations
Fernando Garcia has over 10 years of experience in the manufacturing industry and financial services. He joined Huntwicke Capital Group (parent company of Essex Private Wealth Management) after working at Sentinel Benefits and Financial Group for the Investment operations group. Prior to Sentinel he worked for two agro-industrial businesses located in Colombia and Panama. He graduated from Bentley University with a degree in Finance and completed his MBA at Hult International Business School.
Call 978-887-5981, ext. 409