Lagreca Wealth Management

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:30 am - 4:30 pm

Tomorrow: 8:30 am - 4:30 pm

15 Years

in Business

Accredited

Business

(978) 338-5709Call Visit WebsiteVisit Website Map & DirectionsDirections100 Cummings Ctr Ste 330BBeverly, MA 01915 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Places Near Beverly with Investment Advisory Service

Salem (4 miles)
Peabody (5 miles)
Danvers (5 miles)
Marblehead (6 miles)
Swampscott (10 miles)
Middleton (11 miles)
Lynn (11 miles)
Lynnfield (13 miles)
Ipswich (14 miles)
Saugus (15 miles)

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Email

BBB Rating

Extra Phones

Phone: (978) 338-5711

AKA

Lagreca Wealth7 Management

Other Links

http://www.lagrecawealth.com

https://lagrecawealth.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

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Details

Phone: (978) 338-5709

Address: 100 Cummings Ctr Ste 330B, Beverly, MA 01915

Website: http://www.lagrecawealth.com

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Lagreca Wealth Management

Tax Services

Investment Management
A full-service independent firm, LaGreca Wealth Management offers objective advice and portfolio management for families and businesses across the United States. LaGreca Wealth Management was founded on the belief that every client is unique, and financial plans should be tailored to each individual client.
Wealth Management
On October 19, 1987 a global financial panic ensued, and the Dow Jones Industrial Average lost more than 22% of its value that day – the largest one-day percentage drop in the Dow Jones’ history. That day is forever known as Black Monday. Though a child at the time, Paul A. LaGreca Jr, President of LaGreca Wealth Management, recalls his father Paul Sr., also a financial advisor at that time, making phone calls from the kitchen table to every client late into the evening to discuss what had happened that day and how best to proceed. That experience offered an invaluable lesson in hard work, honesty and compassion that guides LaGreca Wealth Management today.

Accounting Services

Financial Planning
The WealthVision platform integrates financial planning and wealth management. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios. For our clients, WealthVision delivers an easy to use system to track and manage your balance sheet, investments and documents in one convenient and secure location.
Retirement Planning
Asset Management
The difference between strategic and tactical investment time horizons can be likened to the ebb and flow of tidal patterns in oceans. Strategic investing mirrors the steady rise and fall of the tides, focusing on long-term goals and expectations more stable akin to the predictable rhythm of oceans. On the other hand, investing in tactical time horizons resembles the dynamic nature of changing tides, responding to short-term market conditions like unpredictable surges and waves in the sea. Here we compare and contrast these two distinct processes and recap our recent strategic asset allocation change.

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