Cottage Street Advisors,

9 Cottage St, Marion, MA 02738, United States

Cottage Street Advisors is an SEC registered fee-only investment advisory firm located at 9 Cottage Street in Marion, Massachusetts. We specialize in meeting the specific needs of high net worth clients and families, managing over one hundred discreet portfolios for approximately fifty clients. Our services include individualized portfolio management and financial strategy and planning advice, with a focus on long-term, patient, value investing.

Our founder and Managing Partner, Michael K. Davis, brings thirty-five years of professional investment management experience to the firm. He is joined by Senior Partner Jason Haviland, a CFA Charterholder with over twenty-five years of financial services and investment management experience. Helen Correale, our Office Manager, is an indispensable member of our team with nearly 15 years of experience at Cottage Street Advisors.

We service clients throughout New England and across the country, offering virtual meetings via Zoom, Google Meet, or phone, as well as in-person meetings at our Marion, MA office or other convenient locations. Our regulatory documents are written in plain English to ensure transparency and clarity for our clients.

Cottage Street Advisors, LLC is a veteran-owned business dedicated to providing personalized, fiduciary wealth management and financial planning services. Contact us today to learn more about how we can help you achieve your financial goals. #wealthmanagement #financialplanning #fiduciary #familyoffice.