Alex P Weiss

Partner

Braintree, Massachusetts

Professional Profile

Call Me When

Call Me When... We serve our clients as their Financial Head Coach which means we coordinate the services of all professionals. This helps them consolidate fractured advice before, during, and after a M&A transaction.

Contact Method

781-884-2356

Profession

  • Wealth Planner
  • Professional Certifications

    CFPu00ae

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Charitable giving
  • Compensation
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Estate planning
  • Family business
  • Fiduciary
  • Governance
  • Investments
  • Investor relations
  • Management succession
  • Private equity
  • Probate
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Transaction advisory
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
  • Client Results

    Membership

    Greater Boston Corporate

    Member Since

    Sponsorship Type

    Founding

    Chapter Leadership Role

    Why I'm a Member of XPX

    Menu