Ashwood Advisors, LLC - Home

 
We'd like to thank you for stopping by Ashwood Advisors and Stephen A. Geremia Investments & Insurance. Located in Medfield, MA, we are an independent financial firm helping our clients establish and maintain their long-term financial goals by helping them choose the investment vehicles and options that are best suited for their individual needs.

We'll work closely with you to create a realistic course of action based on your values, comfort level, current situation, and timeline. If you don't understand something, we want to explain it to you. If you're not sure about a particular investment, we'll tell you why we think it would work for you. Or we'll find an alternative you can be comfortable with.

We invite you to explore our website to get to know us better. If you're a current client, you'll find links to:
We hope you'll give us the chance to help you reach for your dreams.

2019 Five Star Wealth Manager: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.