Top financial advisors in Pittsfield, 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.
When you have a high income that might trigger Massachusetts' "Millionaire's tax" surtax, you need an advisor who understands how to manage your tax exposure effectively. A common mistake is overlooking this additional tax layer, which can lead to unexpected liabilities.
- Income threshold awareness. Confirm the advisor knows the specific income levels that trigger the surtax and how it applies to your earnings.
- Tax-efficient planning. Ask how they integrate surtax considerations into your overall tax strategy to minimize your tax burden.
- State-specific expertise. Ensure they understand Massachusetts tax rules beyond federal guidelines, including local surtaxes and deductions.
- Investment impact. Discuss how investment decisions might affect your taxable income and surtax exposure, not just returns.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Elizabeth A
Series 63, Series 65
Pittsfield, MA
Eagle Strategies (NY Life)
Elizabeth Ariazi's 17 years of experience and Series 63 and 65 credentials equip her to address complex tax considerations like Massachusetts' Millionaire's tax. Working with Eagle Strategies, a large firm affiliated with New York Life, she offers diverse fee structures including AUM and hourly fees, and serves a broad client base including business owners and executives, which may provide nuanced insights into tax-efficient retirement planning.
Experience: 17 years
Avg account: $235,446
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Michael F
Series 63, Series 65
Pittsfield, MA
LPL Financial
Michael Fazio's 24 years of experience and Series 63 and 65 licenses equip him to address complex tax considerations like Massachusetts' Millionaire's tax. Operating through LPL Financial, a large firm with extensive investment options and in-house research, he offers flat-fee financial planning and specializes in wealth management and tax-loss harvesting, which can help manage surtax exposure effectively.
Experience: 24 years
Avg account: $399,489
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William K
CFP®, Series 63, Series 65
Pittsfield, MA
Raymond James Financial
William Kirby's 50 years of experience and CFP® certification equip him to navigate the complexities of Massachusetts' tax environment, including the millionaire's tax surtax. Operating from Wells Fargo Advisors, a large firm serving high-net-worth clients, he offers specialized planning and integrates investment strategies with comprehensive financial products, distinguishing him from other advisors in Pittsfield.
Experience: 50 years
Avg account: $700,796
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Darrell C
Series 66
Pittsfield, MA
Raymond James & Associates
Darrell Colvin, based in Pittsfield, MA, offers expertise in general retirement planning and wealth management, supported by his Series 66 designation and experience at major firms like Prudential and Guardian Life. Operating within Raymond James & Associates, a large firm known for its Wealth Advisory Services Program, he provides flat-fee and hourly fee structures, catering to a diverse client base including business owners and executives.
Experience: 3 years
Avg account: $788,879
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Kevin O
CFP®, Series 63, Series 65
Pittsfield, MA
Commonwealth Financial Network
Kevin O'Donnell Jr. brings 27 years of experience and CFP® certification, making him well-equipped to navigate Massachusetts' complex tax landscape, including the Millionaire's tax surtax. Affiliated with Commonwealth Financial Network, a large firm offering customizable investment solutions and flat-fee consulting, he combines tax-loss harvesting and active portfolio management to address both tax efficiency and wealth growth, distinguishing him from advisors with narrower focuses.
Experience: 28 years
Avg account: $568,323
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