Wealth Squared
WealthSquared helps investors pursue both profit and positive impact. Wealth Squared is a team of EverSource Wealth Advisors, LLC, a registered investment advisor (RIA). The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
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Verified contacts
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4
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Tamanno Hodjihanova
Paraplanner · Finance & Accounting
EmailPhone - RM
Rachel McDonough
Wealth Advisor · Finance & Accounting
EmailPhone - OF
Osni Ferreira Filho
Financial Advisor · Finance & Accounting
EmailPhone
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Top roles at Wealth Squared
3 distinct titles indexed · top 3 shown.
- 1financial advisor
- 1paraplanner
- 1wealth advisor
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