Stephen Hodgetts

Advisor at First Capital Advisors Group

Steve has been focusing his wealth management practice on helping the Biopharma Industry Executives since 2013 while with an independent financial planning and investment advisory firm in Boston, MA. As a result, he noticed because of the industry’s fast pace and growing complexity, it was difficult for professionals to properly plan for their personal goals. He has focused his efforts on researching the potential financial solutions available for his clients, educating them on their suitability and simplifying their implementation. In accordance with those efforts, he joined First Capital Advisors Group in 2016 to provide his clients with access to more sophisticated wealth management solutions coordinating financial, tax, investment, estate and business planning into one comprehensive plan with the support of the Wealth Management industry leaders on First Capital’s Team.

Links


Timeline

  • Advisor

    Current role