Savior Wealth
30yrs
Top advisor by experience at Savior Wealth
About the firm
A registered investment advisory firm based in Wellesley, Massachusetts. It manages about $140 million for roughly 147 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; A share of investment gains
Typical client size ?$315,487
Assets under management ?$140 million
Individual clients147
Median years of experience26
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at Savior Wealth
5Advisors
26Median years of experience
1States with offices
1Offices
Also known as
Legacy Wealth Management Advisors · Savior Wealth, LLC · Savior LLC · Prophet Edge · Penta Wealth Management LLC · Penta Wealth Management · McLaughlin Financial Consulting
About Savior Wealth
How do I contact Savior Wealth?
Call the main office at (888) 972-8467. The main office is at 40 Washington Street Suite 210, Wellesley, MA 02481.
How is Savior Wealth paid?
The firm reports being paid by a percentage of the assets they manage, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Savior Wealth offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Savior Wealth?
We list 5 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.