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Professional Guidance

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Tailor-Made Advice

Our Mission 

 

Our mission is to maximize the financial health of every individual, family and business that entrusts us with their financial affairs.

Put simply, we empower our clients to navigate today’s increasingly complex financial world with confidence.

 

Announcing BridgePort: Exciting Changes Coming! 

In an effort to open new avenues for innovation and growth for our clients, the team at Antaeus Wealth Advisors will be undergoing a planned transformation to

BridgePort Financial Solutions, an affiliate of Antaeus’ long-term partner, Cambridge Investment Research. We will update our website address to

www.bridgeport.financial in the coming months to align with this new identity. Stay tuned for additional updates as we embark on this exciting journey. 

What We Offer

 

We offer personalized recommendations that are based on understanding YOU.

By building lasting relationships and applying modern technology to support our expertise, we customize your financial journey.  

Numbers are only part of YOUR story.

 

Financial Planning

Comprehensive and objective advice with a roadmap to financial independence

 

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Wealth Management

Professionally managed, custom portfolios utilizing time-tested principles

 

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Antaeus Family Office

Coordinating an integrated approach with your other professional advisors

 

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Meet Our Team

 

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

View All Team Members

Team members

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Allison Conlon has been with Antaeus Wealth Advisors since 2011. Allison graduated cum laude from Bentley University in 2007 with a B.S. in...

Allison Conlon, CFP®, AIF®

Senior Relationship Manager

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Sherry Cutler, Partner and Director of
Operations, has been with Antaeus Wealth
Advisors, LLC since 2011. Having over two
...

Sherry Cutler

Partner, Director of Operations

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McKayla joined Antaeus Wealth Advisors
in 2021. McKayla provides relationship
management support to advisors Will Elwell,
Shaun...

McKayla Langhill

Relationship Manager

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Michael Mallon has been with Antaeus Wealth Advisors, LLC since 2015. He is grateful to have helped so many clients realize their financial goals...

Michael Mallon, MBA

Financial Advisor

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A.J., Managing Partner, has been with Antaeus
Wealth Advisors since its inception in 2011.
He believes progress is best made through...

A.J. Sohn, MBA, ChFC®, AIF®

Managing Partner

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Partner and Chief Investment Officer of Antaeus
Wealth Advisors, he offers over 25 years of
experience as a financial advisor...

Evan P. Welch, CFP®, CPWA®, AIF®

Partner, Chief Investment Officer

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Relationship Manager and Administrative
Assistant, Wendy joined the firm in 2017.
Wendy is responsible for scheduling meetings
...

Wendy Zwicker

Relationship Manager

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Contact Us

 

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (978) 264-9999
Fax: 978-264-1999

Email: scutler@antaeuswealth.com

80 Central Street, Suite 150, Boxborough, MA 01719

 

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Antaeus Wealth is not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT and WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Antaeus Wealth makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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