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57 River Street - Suite 300, Wellesley, MA 02481

781-772-2450
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BWA Team

Wellesley, MA Office

Leo White

Leo White, Financial Advisor  CRPC, CLTC

Managing Partner and Financial Advisor

781-772-2476

781-431-9777

lwhite@balancewealthadvisor.com


 

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Amy O'Connell

Amy O'Connell, Financial Advisor

Managing Partner and Financial Advisor

781-772-2470

781-431-9777

amy@balancewealthadvisor.com

Amy is the Chief Operating Officer at Balance Wealth Advisor and a valuable asset to our clients. She came to us from Ameriprise Financial, where she worked for over 20 years gaining her vast knowledge in financial planning as well as...
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Hunter Dempsey

Hunter Dempsey, Financial Advisor, CRPC

Financial Advisor

781-772-2482

781-431-9777

hdempsey@balancewealthadvisor.com

Hunter joined Balance Wealth Advisors in  2019 after his college graduation at Connecticut College.  He majored in Economics and minored in Government.  It all started from the humble confines of a college dorm room in...

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