Wealth Management

Choosing wealth management to meet your goals

Wealth Management Solutions for Individuals and Couples

Comprehensive investing and financial advice to individuals and couples in MA, RI, NH, and ME.

Financial Planning

Tim provides comprehensive financial planning and investing advice to individuals, couples, small business owners, and executives in MA, NH, ME, and RI.

Mutual Funds & ETFs, Asset Management, Portfolio Review, Life insurance

Mutual Fund & ETF Due Diligence

Tim provides a mutual fund and ETF due diligence selection process using fi360. Screening 10,000+ funds down to those eligible for use in your portfolio. The process screens for manager tenure, fees, performance, and style.

Tim cross-references his results with fi360’s Fiduciary Score. That Score is an easy-to-use and easy-to-understand method for objectively comparing peer investments and determining their overall appropriateness. It is a ready-made solution for due diligence that can help advisors demonstrate a careful investment selection and monitoring process.

The Fi360 Toolkit for Advisors is a web-based investment software solution that provides the analytical, management and reporting features needed to manage and document a prudent investment process – one of the cornerstone tenets of fiduciary duty.

Money Management

Over the years you’ll likely change jobs a few times. Your goals and risk tolerance will change, too.

My investment ideas are only as good as their ability to keep up with you, so it all starts with getting to know you and your current investing situation. You may simply need your portfolio fine-tuned, or perhaps major changes are in order. Whatever the case, I’ll recommend a customized portfolio that addresses your needs and goals. And, as your financial advisor, I’ll commit to reviewing your portfolio at least once a year.

Whether you’re looking to change jobs, shifting gears into retirement, or already participating in a investment plan at work (401(k), 403(b), etc.), you owe it to yourself and your family to make sure you’re doing the right things at the right time.

Independent, But Not Alone

  • Affiliated with Cambridge Investment Research an independent broker-dealer for financial professionals dedicated to providing unbiased investment advice.
  • Cambridge Investment Research Advisors an a SEC Registered investment adviser.
Cambridge Investment Research Broker-Dealer

When You Need a Portfolio Review

Tim uses Fi360 Toolkit to provide you with comprehensive investment solutions. The Fi360 Toolkit for Advisors is a web-based investment software solution that provides the analytical, management and reporting features needed to manage and document a prudent investment process – one of the cornerstone tenets of fiduciary duty

Tim uses fi360’s Proposal Report™ to compare your current portfolio to the portfolio developed from your risk tolerance.

Payment Options For All Portfolios

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Conservative Risk Score of 0-20
Portfolios are roughly 87% bonds and 13% stocks.
Cautious Risk Score of 21-40
Portfolio consists of roughly 75% in bond funds and 25% in stock funds.
Prudent Risk Score of 41-60
Portfolios are roughly 55% bond funds 45% stock funds
Growth Risk Score of 61-80
Portfolios roughly 60% stock funds 40% bond funds
High Growth Risk Score of 81-100
Portfolios are roughly 90% stock funds 10% bond funds
Fee-only % of portfolio
Custom money management, I am a fiduciary adviser.
Hourly Rate $150 hour
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.

Life Insurance

Retirement Income

When you need life insurance we calculate how much insurance you need. We decide on the type of policy that suits your needs and goals:

  • Term Insurance
  • Whole Life Insurance
  • Universal Insurance
  • Variable Life Insurance
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