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Jethro K

Series 63, Series 65

Dedham, MA

Fox Hill Wealth Management

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ian M

Series 65

Dedham, MA

Fox Hill Wealth Management

Ian Mc Connell is a financial advisor at Fox Hill Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode LLC, Boston Financial Investment Management, ATM Systems, Signet Investment Advisory Group, and Solvay Bank. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, employing a mix of passive and active management strategies tailored to client-specific investment policies.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Eric B

Series 65

Dedham, MA

Fox Hill Wealth Management

Eric Benz is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Fox Hill Wealth Management since 2022 and previously held roles at Beck Bode, LLC and Signet Investments. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm employs a fee-only, discretionary approach with portfolios constructed from a combination of passive and active strategies using both fundamental and quantitative analysis.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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William R

CFP®, Series 63, Series 65

Dedham, MA

Fox Hill Wealth Management

William Ryan is a CFP® with 20 years of industry experience, currently serving at Fox Hill Wealth Management. He has previously worked at Beck Bode Wealth Management, MetLife Securities Inc., and New England Securities, and has operated Ryan Financial Strategies since 2011, where he also provides tax preparation services. Fox Hill Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm utilizes a combined passive and active asset-allocation approach and employs both model and customized portfolios.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Patricia W

CFP®, Series 63, Series 65

Dedham, MA

Fox Hill Wealth Management

Patricia Welsh is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She currently works at Fox Hill Wealth Management and has previously held roles at Beck Bode Wealth Management, Private Advisor Group, LPL Financial, and Compass Capital Corporation. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm employs a fee-only, discretionary management approach using a blend of passive and active strategies, model portfolios, and customized allocations including options-based hedging techniques.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Michael B

Series 63, Series 65

Dedham, MA

Fox Hill Wealth Management

Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.

Equity compensation tax strategy Business ownership considerations Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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