Powder Point Wealth Management, LLC

Powder Point Wealth Management, LLC is a financial planner in Pembroke, Massachusetts, serving individuals and families across Southern Massachusetts with retirement planning, wealth management, tax-aware financial advice, and estate planning support. The firm specializes in helping retirees, business owners, executives, and families navigate major life transitions such as retirement, inheritance, and the loss of a spouse. With a foundation rooted in tax planning from a long-standing CPA practice, the firm offers comprehensive financial strategies that integrate tax coordination, investment management, and multi-generational wealth planning. Clients are guided through personalized, goal-based planning with a focus on long-term security and clarity.

The firm was founded by Michael Damon, a CPA with over 40 years of experience in tax strategy and return preparation, who partnered with Christopher L. Eklund, AIF®, to create a holistic financial planning practice. Inspired by the Powder Point Bridge in Duxbury, the firm emphasizes creating a clear, thoughtful path from a client’s current financial situation to their desired future. Services include retirement income strategies, tax-efficient withdrawal planning, business transition support, and family legacy planning. The firm works closely with a select group of client households, often across generations, providing customized advice and practical guidance tailored to individual needs and risk tolerance.

Located at 30 Corporate Park Drive, Suite 220, the firm sits on Corporate Park Drive, about a half-mile from Pembroke Hospital and within a short distance of Pilgrims Highway and Church Street. It is also near Plain Street and Robinson Creek, situated in a commercial corridor that serves the broader Pembroke and South Shore communities.

Powder Point Wealth Management is known for its relationship-focused approach, combining deep expertise in tax planning with a client-centered philosophy. The firm’s emphasis on clear communication, long-term financial alignment, and personalized service has established a trusted presence in the region. Clients appreciate the firm’s ability to translate complex financial concepts into actionable, manageable steps.

As a trusted advisor in Pembroke, Powder Point Wealth Management stands out for its commitment to helping clients build lasting financial security with clarity and confidence.