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Whether you are an individual, small business, or company executive, I will establish a portfolio attuned to your unique needs.
Tim is a financial advisor with the experience and knowledge you can trust to know which investment vehicles could be right for you.
3 Payment Options
Custom wealth management, I am a fiduciary adviser.
Hourly Rate $60
Ideal for clients who want financial planning, retirement planning, or wealth management advice but don’t want to move their accounts.
Commission Depends on the Product
Ideal for smaller accounts (less than $50,000) and Roth IRAs and some 403(b) plans.
- Cambridge Investment Research
- An Independent Broker-Dealer
- Cambridge Investment Research Advisors, Inc
- An Sec Registered Investment Adviser
- Accredited Wealth Manager Advisor, or AWMA
- Accredited Portfolio Management Advisor℠, or APMA®
- Accredited Investment Fiduciary, or AIF
- Certified Fund Specialist, or (CFS)
- Chartered Retirement Plan Specialist, or CRPS
- Series 66, The Uniform Combined State Law Examination
- Series 7, General Securities Representative Exam
- Series 6, Investment Company Products/Variable Life Contracts Representative Exam
- Series 63, The Uniform Securities Agent State Law Examination
In 2018, 2819 Boston wealth managers were nominated with only 487 projected winners.
To receive the Five Star Wealth Manager award, financial advisors must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.