Andover Advisory Group
44yrs
Top advisor by experience in North Andover
New
Wei Chen
Financial advisor at Rootson Capital
Wei Chen is a financial advisor in North Andover, Massachusetts, registered since May 2026. Wei joined Rootson Capital in 2026, a firm offering financial planning and investment management. Wei holds the CFA designation.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office800 Turnpike Street, Suite 300,, North Andover, MA 01845
FirmRootson Capital
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Rootson Capital
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- May 2026 – nowRootson Capital LLCCurrent firm
Contact Wei
(781) 483-7134Rootson Capital main office 800 Turnpike Street, Suite 300,North Andover, MA 01845Office · Get directions Firm websitewww.rootsoncapital.com
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Questions to ask Wei
Tailored to Wei’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wei
How do I contact Wei?
Call Rootson Capital at (781) 483-7134 and ask for Wei Chen. Wei works from the North Andover, MA office.
How long has Wei been a financial advisor?
Wei is new to the profession, registered since May 2026, and holds 0 licenses.
What licenses does Wei hold?
No exams are listed on the official record.
Is Wei a fiduciary?
Wei is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wei paid?
Rootson Capital reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Wei for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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