Bromfield Sneider Wealth Advisors, Inc.

Bromfield Sneider Wealth Advisors, Inc. is a registered investment adviser specializing in wealth management and financial planning services for individuals, high net worth individuals, families, retirement plans, trusts, and estates. Founded in 2002, the firm is solely owned by Eric M. Sneider, with active involvement from Sandra Bromfield. Services are offered on a fee-only basis, including fees based on assets under management and fixed fees, with a minimum account size typically set at $1,000,000. The firm acts as a fiduciary, obligated to act in clients' best interests and avoid conflicts of interest. Investment strategies focus on asset allocation tailored to individual needs, utilizing no-load mutual funds, exchange-traded funds, and individual debt securities. Clients have the option to engage in discretionary portfolio management and ongoing financial planning services. Bromfield Sneider does not participate in performance-based fees and does not vote proxies on behalf of clients. The firm's employees hold professional designations such as CFA, CFP®, and ChFC, ensuring a high standard of expertise. Regular account reviews are conducted, and clients receive monthly statements from the custodian. Bromfield Sneider does not receive compensation for client referrals and maintains a Code of Ethics to ensure fair and ethical practices. Clients can contact Eric M. Sneider for any inquiries at (617) 252-3400 or [email protected].