Top options & derivatives strategies financial advisors working with high-net-worth individuals in Worcester, 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 complex portfolio with options or derivatives, you need an advisor who understands how these contracts can affect your overall risk and tax situation. Without this expertise, you might face unexpected losses or tax bills that erode your wealth. High-net-worth advisors here are familiar with the nuances of managing these strategies within larger, sophisticated portfolios.
- Risk management focus. Ask how they monitor and adjust your options positions to protect your assets during market swings.
- Tax implications insight. Confirm they explain how derivatives gains and losses impact your tax bracket, especially with Massachusetts' additional surtax on high incomes.
- Strategy integration. Look for advisors who align options trades with your broader financial goals, not just isolated trades.
- Experience with complex products. Ensure they have a track record handling advanced derivatives, not just basic stock options.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew L
Series 65
Westborough, MA
Grimes & Company
Matthew Licata offers expertise in options and derivatives strategies tailored for high-net-worth clients, supported by his Series 65 designation and experience at Fidelity Investments. Operating from Westborough, MA, he provides flat-fee advanced financial planning through Grimes & Company, which uses proprietary research and portfolio management systems to customize strategies across diverse asset classes, distinguishing him from advisors with more traditional fee structures.
Experience: 0 years
Avg account: $1,579,649
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Michael H
ChFC®, Series 63, Series 65
Worcester, MA
Cutler Capital Management
Michael Hogan's expertise in options and derivatives strategies, combined with his 39 years of experience and ChFC® designation, equips him to manage complex portfolios for high-net-worth clients in Worcester, MA. His firm, Cutler Capital Management, employs both fundamental and technical analysis with hedging and leverage techniques, offering flat-fee financial planning between $2,500 and $6,000, which may appeal to clients seeking transparent pricing and sophisticated risk management.
Experience: 39 years
Avg account: $2,259,628
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Lawrence S
ChFC®, Series 63, Series 65
Sutton, MA
Bison Wealth, LLC
Lawrence Sasso's 34 years of experience and expertise in options and derivatives strategies make him well-equipped to manage complex portfolios for high-net-worth clients near Worcester, MA. His firm, Bison Wealth, LLC, offers flexible fee structures including flat fees, and serves a diverse clientele with access to alternative investments and multi-manager solutions, distinguishing him from other advisors in the area.
Experience: 35 years
Avg account: $296,894
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Christopher N
CFP®, Series 66
Northborough, MA
Truenorth Financial Planning
Christopher Noonan specializes in options and derivatives strategies tailored for high-net-worth clients, applying a tactical allocation approach that integrates fundamental, technical, and cyclical analysis. Operating independently with a flat-fee structure, he offers both discretionary portfolio management and hourly financial planning from Northborough, MA, distinguishing himself with a focus on comprehensive planning and active portfolio management.
Experience: 1 year
Avg account: $747,009
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Jonathan B
CFP®, Series 63, Series 66
Westborough, MA
AAF Wealth Management, LLC
Jonathan Bloom specializes in options and derivatives strategies for high-net-worth clients near Worcester, MA, leveraging 19 years of industry experience and CFP® certification. His firm, AAF Wealth Management, offers a formal manager-selection process and discretionary asset management, including private equity, with flexible flat-fee and AUM-based pricing, distinguishing him from advisors focused solely on basic options trading.
Experience: 19 years
Avg account: $2,058,577
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