Top financial advisors in Amherst Town, MA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Amherst Town, MA if you're navigating complex tax rules like the 'Millionaire's tax,' which adds extra surtax on high incomes. Without expertise in local tax nuances, advisors may overlook key surtax impacts, costing you more than necessary.
- Local tax knowledge. Confirm how they incorporate Massachusetts-specific surtaxes into your overall tax plan.
- Income threshold planning. Ask how they manage income levels to minimize triggering additional surtaxes.
- Comprehensive tax strategy. Ensure they consider surtaxes alongside federal and state taxes, not in isolation.
- Experience with high earners. Check if they have worked with clients facing similar income tax complexities in Amherst Town.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Douglas W
CFP®, Series 65
Amherst, MA
Perigon Wealth Management, LLC
Douglas Wheat offers wealth management services in Amherst, MA, with 19 years of experience and CFP® certification, making him well-equipped to address complex tax situations like the Millionaire's tax. His firm, Perigon Wealth Management, provides customized portfolios with ongoing oversight and formal annual reviews, charging a 0.20% annual fee on assets under management and offering hourly consultations, which may suit clients seeking flexible fee options and personalized attention.
Experience: 19 years
Avg account: $1,709,535
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Suzan Luna J
CFP®, Series 63
Amherst, MA
Vanderbilt Advisory Services
Suzan Luna Jaffe's 23 years of experience and CFP® certification equip her to navigate complex tax scenarios like Massachusetts' surtaxes effectively. At Vanderbilt Advisory Services, she supports a diverse clientele including high-net-worth individuals, employing strategic asset allocation and offering flat-fee planning, which may appeal to those seeking transparent, comprehensive financial guidance in Amherst.
Experience: 23 years
Avg account: $327,118
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Glenn A
ChFC®, Series 63
Amherst, MA
Capital Analysts
Glenn Allan's 32 years of experience and ChFC® designation equip him to navigate complex tax scenarios like Amherst Town's surtaxes, supported by Capital Analysts' quantitative portfolio management. His firm serves a diverse clientele including high-net-worth individuals, offering both discretionary and non-discretionary solutions with a competitive 0.15% AUM fee or $200 minimum, distinguishing him from advisors with smaller firms or less comprehensive services.
Experience: 33 years
Avg account: $540,083
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Victoria M
Series 63, Series 66
Amherst, MA
Lincoln Investment
Victoria Maraia's expertise in wealth management and retirement plans for business owners suits high earners in Amherst Town, MA, navigating complex tax rules like the Millionaire's tax. Affiliated with Lincoln Investment, a large firm managing $18.9 billion in assets, she offers flat-fee and hourly financial planning options, catering to educators, founders, and those approaching retirement.
Experience: 2 years
Avg account: $157,266
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Jedediah L
CFP®, Series 66
Amherst, MA
Cambridge Investment Research Advisors
Jedediah Liebert's 18 years of experience and CFP® certification equip him to address complex tax scenarios like Amherst Town's surtaxes, especially for executives and business owners. Operating within Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, he provides retirement income strategies and consulting services that may suit clients seeking comprehensive planning with flexible fee options.
Experience: 18 years
Avg account: $378,281
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