Nauset Wealth Management LLC

Investment advice · Financial advice

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83 Richmondville Avenue , 06880 Westport

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Nauset maintains relationships with outside professionals that provide specific expertise and executional resources covering a range of financial planning disciplines. Nauset uses Fidelity Investments as preferred custodian and broker-dealer for clearing transactions in client accounts. Nauset receives no commissions or compensation from Fidelity for using its services. Michael founded Nauset Wealth Management, LLC in February 2000. Prior to forming Nauset, he was Managing Director of VestMark Strategy Group, a financial services strategy firm with clients such as OppenheimerFunds, GE Investment Management, GE Financial Assurance, Bankers Trust, Thomson Financial and PIMCO Advisors. Prior to and concurrent with his VestMark experience, Michael founded and operated Nauset Partners, providing financial services marketing consulting to Citibank Private Bank, Citibank Global Asset Management, OppenheimerFunds, and Calvert Group, among others. Earlier in his career, Michael was Marketing Manager at Fidelity Investments, responsible for mutual fund and discount brokerage marketing. Michael received his MBA from the Wharton School, University of Pennsylvania, and graduated with a BA in Mathematics and Economics from Brown University. He resides in Westport, CT with his wife Karen and son Eric.

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Investment adviceFinancial advice

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83 Richmondville Avenue , 06880 Westport

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