Emg

Essex Asset Management Group creates customized investment portfolios and offers comprehensive financial planning for individuals, families, trusts, and businesses. Founded in 1994 and based in South Burlington, Vermont, Essex Asset Management Group helps clients build tailored asset allocation strategies using stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts. In addition to managing investments, the firm provides guidance on retirement, estate planning, tax issues, cash management, and divorce-related financial concerns. Clients can hire Essex Asset Management Group for ongoing portfolio management, hourly consulting, or one-time comprehensive financial plans. The firm operates with a fiduciary duty to act in its clients' best interests.