Top financial advisors in Waltham, 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.
If you have a high income that might trigger Massachusetts' "Millionaire's tax," you need an advisor who understands how this surtax affects your overall tax picture. Without this expertise, you could miss opportunities to reduce your tax burden or mismanage income timing.
- Surtax impact analysis. Confirm how they evaluate your income against the threshold and plan to minimize extra taxes.
- Income timing strategies. Ask how they recommend shifting income or deductions to avoid or lessen the surtax.
- Coordination with tax pros. Ensure they work closely with your tax preparer to align financial moves with state tax rules.
- Investment location choices. Discuss which accounts to prioritize for withdrawals or contributions considering the surtax implications.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Meghan B
Series 65
Waltham, MA
Hightower Advisors
Meghan Beatty at Hightower Advisors in Waltham, MA, is equipped to address high-income tax concerns with expertise in wealth management, tax-loss harvesting, and business exit strategies. Operating within a large firm that serves high-net-worth clients, she offers flat-fee and hourly financial planning, leveraging proprietary portfolio management and strategic asset allocation to complement surtax impact analysis and income timing strategies.
Experience: 1 year
Avg account: $2,848,795
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Charles W
Series 66
Waltham, MA
Bankers Life Advisory Services, Inc.
Charles Wheeler in Waltham, MA, offers wealth management services through Bankers Life Advisory Services, Inc., a large firm experienced with high-net-worth clients and tax-efficient strategies. With eight years in the industry and a Series 66 designation, he combines fundamental and technical analysis, providing discretionary portfolio management and investment consulting with negotiable fees, distinguishing him from advisors with smaller practices or less specialized tax focus.
Experience: 8 years
Avg account: $172,460
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Andrew S
Series 63, Series 65
Waltham, MA
Integrated Wealth Concepts LLC
Andrew Simpter in Waltham, MA, offers expertise in equity compensation tax strategy and retirement income planning, which are crucial for managing Massachusetts' Millionaire's tax. His firm, Integrated Wealth Concepts LLC, is a large national wealth management firm providing discretionary investment management and family office services, with a flat-fee structure and 24 years of experience, distinguishing him from other local advisors.
Experience: 24 years
Avg account: $781,916
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Kristopher B
Series 63, Series 65
Waltham, MA
Beacon Pointe Advisors, LLC
Kristopher Brassard's 12 years of experience and expertise in wealth management and tax-loss harvesting position him well to address the complexities of Massachusetts' Millionaire's tax. Working with Eaton Vance Management, a large firm managing $84.9 billion in assets, he offers negotiable tiered fees and a range of investment strategies, which may provide more comprehensive options compared to smaller firms.
Experience: 12 years
Avg account: $1,661,951
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Malcolm A
Series 66
Wellesley Hills, MA
Merrill
Malcolm Alexandre at Merrill in Waltham, MA, offers expertise in tax-loss harvesting and active portfolio management, which can help address the complexities of Massachusetts' Millionaire's tax. With three years of experience and a Series 66 designation, he serves mid-career professionals and high earners, leveraging Merrill's large-firm resources and integrated capital-markets platforms to provide tax-efficient investment strategies.
Experience: 3 years
Avg account: $860,085
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