Mainsail Wealth Advisors, LLC, has a new home on Gloucester’s Main Street. The investment firm, which was most recently on Business Route 17 just south of the Court House, has been renovating the 3,400-square-foot building at the corner of Lewis Avenue and Main Street for the past seven months.
According to Scott Haley, managing partner of the firm, it originated in 2000 when he and Judy Mansfield decided to join forces with A.G. Edwards and Sons, Inc. As business grew, the team expanded over the years, eventually opening a second office in Richmond.
After several mergers including Wachovia and Wells Fargo Advisors, Haley said he and his team decided the best path forward was an independent company solely focused on meeting the ever-changing needs of its clients.
Haley said Mainsail Wealth Advisors, LLC, was created in 2013, opening its doors in September of that year. He said the firm decided to align with Raymond James Financial Services.
Mainsail provides investment manage...
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