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Paul Mutch

Managing Director & Senior Wealth Strategist

Windrose Advisors

United States, Massachusetts, Waltham

About Me

Paul Mutch is a Senior Wealth Strategist at Windrose Advisors with over 20 years of experience providing integrated and comprehensive tax, fiduciary, and wealth planning services and advice to high-net-worth individuals, families, corporate executives, and closely held business owners. Prior to joining Windrose Advisors in 2022, Paul was with the Private Wealth Management Group at First Republic Bank, the Wealth Advisory Services Group at Wilmington Trust, the Wealth Management Group at Vitale, Caturano & Company, and the Personal Financial Services Group at Ernst & Young, LLP. He has conducted numerous seminars and has lectured at CPA continuing professional education courses on

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Profile Information

Managing Director & Senior Wealth Strategist

Windrose Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Waltham

Massachusetts

United States

Jan 11, 2025

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