Wealth management software provider Spearhead has launched a new office in Beverly, Massachusetts.
The new location will be headed by Chris Shepherd, who has been working at the firm since 2017.
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Commenting on the development, Shepherd said: “Over the past 12 months we have been able to establish ourselves in the region by delivering true wealth management, combining sophisticated tax management with investment management.
“The opening of the New England-based office reflects the commitment Spearhead has to the region and allows us to better serve our clients and partners.”
Apart from the new office, Spearhead also has a branch in Florida.
The business caters to ultra-high net worth investors, family offices, and private placement markets.
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By GlobalDataIt specialises in structural planning for the affluent, as well as equity and debt portfolio management and alternative investments strategies.
Moreover, it offers private placement life insurance and private placement variable annuity structures.
The firm also offers insurance dedicated funds and separate managed accounts growth strategies.
Spearhead managing member and co-founder Todd Walters said: “We are very excited to expand our presence in the Boston area, which reflects our commitment to servicing the needs of ultra-high net worth and family office clientele across the greater New England region.”
