Urso Financial Management Grou

Steve Urso Financial Management Group offers comprehensive wealth management services, including investment management, estate planning, tax planning, insurance planning, and retirement planning. They provide personalized, one-on-one relationships with clients, focusing on total wealth management plans that adapt to changing markets and client lives. The firm is led by Steve Urso, a Certified Financial Planner and Chartered Investment Manager, and includes a team of professionals such as Nick Trautmann and Nina Aguilar. Services are delivered through a disciplined investment philosophy and a discretionary management process, ensuring clients' portfolios align with their individual needs, tax situations, and risk tolerances. The firm also specializes in retirement planning, insurance solutions, and estate tax minimization, serving clients in Sudbury and beyond with a commitment to exceptional client service.