GrowthFocus Wealth Management LLC

Financial planner in Swansea, MA (show on map)

GrowthFocus is a fee-only wealth management firm located in Swansea, Massachusetts, helping clients achieve financial goals through comprehensive planning and tailored investment strategies.

Call (774) 644-6437

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About

GrowthFocus Wealth Management LLC, founded in 2020 by Steven C. Antunes, provides fee-only financial planning and investment management services.

The firm focuses on creating comprehensive financial plans, tailored investment strategies, and long-term relationship building with clients. Services include financial planning and analysis, investment management, retirement planning, cash management, income tax planning, insurance planning, estate planning, education planning, and charitable giving. The firm's fee structure is transparent, with initial financial planning fees ranging from $250 to $3,000 and investment management fees based on assets under management (AUM).

Fee-only advisory and management

Comprehensive financial planning process

Growth-focused diversified investment strategy

Longstanding client relationship building

Services

Financial Planning and Analysis

A comprehensive financial planning process that reviews personal cash flows, assets, liabilities, and covers retirement, cash management, income tax, insurance, estate, education, and charitable giving planning.

Personal cash flow analysis Asset and liability review Retirement planning Cash management Income tax planning Insurance planning Estate planning Education planning Charitable giving planning

Investment Management

Tailored portfolio strategy and asset allocation based on clients' financial planning needs, time frame, and risk tolerance, focusing on growth-oriented diversification.

Custom portfolio strategy Asset allocation based on risk tolerance Growth-focused diversified investments Regular portfolio reviews