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
Paul Mutch
Managing Director & Senior Wealth Strategist
Windrose Advisors
United States, Massachusetts, Waltham
About Me
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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