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Stewardship. Diligence. Discipline.

Because your hard-earned wealth
should work just as hard as you do

With 90+ years of combined experience, Main Street Wealth Management has guided hundreds of individuals, families, and business owners toward true financial independence. Our award-winning team of certified, objective advisors will help you build, manage and preserve your financial legacy with a holistic plan designed specifically to reach your goals.

Some of our specialties include business succession, retirement planning, and estate planning, but our advisers are experts in all sectors of wealth management. Learn more about how we can best serve you:

For Individuals   For Businesses

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We serve you, and only you.

We serve you, and only you.

Independent and partner-owned, Main Street Wealth Management is dedicated to your financial success by design. Unlike other firms, we have no hidden agendas, products to sell, or quotas to meet. As a result, we are focused entirely on you and your goals at every life stage. With a small client-to-advisor ratio and decades-long relationships, you can be confident that we’re here to serve your every financial need for the long haul.

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Relationships powered by stewardship, diligence & discipline

We’re here for you every step of the way.

Meet the Team

Let's make your wealth work for you.

Get in Touch 908-719-8700