Calkins Wealth Strategies is a boutique advisory firm, founded in 2010, by Brenda Calkins. With experience gained from working in Wirehouse Brokerage, Correspondent Clearing, Global Capital Markets and Bank Broker Dealer environments in Boston and Newport, the time was right to open an independent practice and work as a fiduciary, solely for the benefit of our clients.

Notice the flame in our logo.  Early on, a co-op position at the Boston Stock Exchange lit the fire inside that continues to develop almost 40 years later. 

Today, CWS is more than just excellence in life-long wealth strategies.  We go beyond your assets and liabilities to truly understand who you are and what matters most in your life.  And that's our road map.

We work primarily with:

Multi-Generational Families

Trusts

Executives

Retirees

And, knowing the importance of paying it forward, each year Calkins Wealth Strategies dedicates its resources to taking on a few, ambitious and new-to-the-workforce, young adults to set them on a successful path to a promising future.