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
Paul Squarcia
Founding Partner, Leadership Team
One Charles Private Wealth
United States, Massachusetts, Hingham
About Me
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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