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financial planning strategies

Powder Point Wealth Management Opens Doors in Pembroke

November 21, 2014 //  by admin

Michael Damon, CPA, Financial Advisor
Michael Damon, CPA, Financial Advisor

Powder Point Wealth Management, LLC, a new financial services practice serving the greater South Shore area, has opened its doors at 300 Oak Street, Suite 220 in Pembroke, MA.

Michael Damon, who is a Certified Public Accountant, Financial Advisor and Registered Representative (Series 7 and 63), is the founder of the new practice. Damon has been providing financial planning services for over a decade and increased demand for his expertise led to the launch of Powder Point Wealth Management. Damon intends to expand his financial planning team and provide wealth advisory services that include wealth preservation and growth as well as college, retirement and estate planning through the use of investments, insurance and annuities.

Damon is also the founder and a principal of Damon & Associates, Inc., a leading accounting and tax practice with a staff of seven in Pembroke, MA. For more than three decades, Damon and his team of CPAs have been catering to businesses and individuals throughout Massachusetts. With the launch of Powder Point Wealth Management, Damon and his financial advisors will be able to bridge the gap and go beyond accounting and tax planning to offer financial planning strategies for continued prosperity to current and new clients on a larger scale.

“Powder Point Wealth Management offers personalized and comprehensive financial planning consulting services to individuals, families and businesses. We do not require a minimum investment. Our goal is to help clients better position themselves for the future and accomplish their financial goals,” explained Damon.

About Michael Damon, CPA

In addition to being a Registered Representative and the founder of Powder Point Wealth Management, Michael Damon, CPA, Financial Advisor is the founder and a principal of Damon & Associates, Inc. He is a CPA registered in Massachusetts and a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA).  Damon holds a Bachelor of Science in Business Administration from Northeastern University.

As a frequent speaker to Massachusetts business and trade groups, Damon has been a guest speaker for the Mass Business Resource Network (MBRN), South Shore and Plymouth County Board of Realtors and the American Tamil Medical Association. In addition, Damon is a guest host on Talk Real Estate with Sharon McNamara on Saturday mornings on WATD 95.9 FM.

Powder Point Wealth Management LLC, a financial services specialty practice serving the greater South Shore area, is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684.

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Powder Point Wealth Management, LLC, Damon Associates, Inc and the above firms are independent, non-affiliated entities. CPA services are not offered through, nor supervised by, Lincoln Investment.

 

Powder Point Wealth Management Opens Doors in PembrokeRead More

Category: Client NewsTag: annuities, college planning, CPA, estate planning, financial advisor, financial planning, financial planning strategies, financial services practice, insurance, investments, Powder Point Wealth Management, prosperity, retirement planning, South Shore, Tax planning

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