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Paul Squarcia

Founding Partner, Leadership Team

One Charles Private Wealth

United States, Massachusetts, Hingham

About Me

Paul is the founder of One Charles Private Wealth. As a 15-year veteran of Merrill Lynch and the former Senior Resident Director for the Hyannis, MA complex, Paul led a staff of financial advisors in providing customized wealth management solutions for affluent individuals and their families, businesses and charitable organizations. Mr. Squarcia is known as a valuable resource for successful entrepreneurs and understands the complexities inherent in business ownership. By identifying opportunities and challenges and using the appropriate estate planning and money management strategies, Paul helps provide recommendations for the preservation and transfer of wealth to future generations. Pr

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Profile Information

Founding Partner, Leadership Team

One Charles Private Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Hingham

Massachusetts

United States

Sep 28, 2024

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