Essential Asset Management

Specialties

Boston based wealth management firm offering unbiased advice on investments, retirement planning, and insurance.

Essential believes in offering advice that is easy to understand that is not influenced by commissions merely by the guidance you receive.

I welcome you to contact me for a free evaluation of where you stand financially and how it can be enhanced.

History

Established in 2011.

I worked at Fidelity Investments for 12 years as a local advisor at one of the most successfully walk in offices in the country. Over time I attracted more than 500 different while at Fidelity and felt it was hard to offer personalized advice to each and every one.

When starting Essential Asset Management in 2011 my goal was to offer personalized advice to every client for a fee that was not based on selling products. Ultimately to put their goals and interests first ahead of mine a true fiduciary.

Meet the Business Owner

Steve Daglio M.

Business Owner

Fidelity Investments 1998 to 2009

Florek Financial 2010 to 2011