Waltham, MA Office
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Allworth financial, L.P.
Enterprise
Firm-wide stats for Allworth financial, L.P.
About
Allworth Financial serves a wide range of clients — including individual and high‑net‑worth investors, pension and profit‑sharing plans, trusts, corporations and charitable organizations — and offers financial and wealth planning, discretionary and non‑discretionary portfolio management, qualified retirement plan consulting, and variable annuity sub‑account servicing. The firm also manages privately offered funds and provides education through newsletters, podcasts and seminars.
The firm combines quantitative and qualitative analysis through an Investment Committee to implement customized allocations across equities, fixed income, ETFs, mutual funds, options overlays and privately offered investments, and offers a mix of model strategies (Core‑Satellite, Pure Index, buffered equity ETFs) and specialist portfolios (e.g., ESG, Christian Values, IntelliBuilD, Outlier Growth). Allworth may delegate management to third‑party advisers, runs both wrap and non‑wrap programs, and uses technology such as Pontera to monitor and rebalance held‑away retirement accounts as part of a holistic planning approach.
Distinctive features called out in the brochure include a practice of retaining acquired advisors under former trade names during transition periods and disclosing predecessor performance related to acquisitions, the firm’s airline‑industry practice (Allworth Airline Advisors), and operation of private Shorepoint funds that pay a performance‑based incentive allocation and have $250,000 minimums. The brochure also documents close affiliations with an affiliated broker‑dealer (AW Securities) and an affiliated tax/accounting practice, and describes multiple solicitation and referral arrangements (including participation in third‑party referral programs), all of which create identifiable conflicts that the firm says it manages through policies and disclosures.
Based on Allworth financial, L.P.
Expertise
Based on Allworth financial, L.P.
Location
800 South St, Suite 350
Waltham MA 02453
Advisors at this office
6
Advisors at this office
Daniel V
Series 65
Waltham, MA
Allworth financial, L.P.
Daniel Vincent is a financial advisor at Allworth Financial, L.P. He holds a Series 65 credential and has experience working in advisory roles since 2022, including positions at DeVasto Advisory Group and Allworth Financial. Prior to his advisory career, he was employed in educational roles at Bentley University and Daniel Hand High School. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning services, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative analysis to implement customized investment strategies.
Gavin M
Series 63, Series 65
Waltham, MA
Allworth financial, L.P.
Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Strategy Associates, Inc. and Commonwealth Financial Network. Outside of his advisory role, Morrissey serves as treasurer for the Musketaquid Sportsmen's Club. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies and manages both model and specialist portfolios.
Simon H
CFA®, Series 63
Waltham, MA
Allworth financial, L.P.
Simon Heslop is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at Commonwealth Financial Network and Financial Strategy Associates, Inc. for 11 years and earlier at Greystone Financial Advisors. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial and wealth planning, portfolio management, qualified retirement plan consulting, and educational programs, implementing customized investment strategies that combine quantitative and qualitative analysis.
Greg G
Series 63, Series 65
Waltham, MA
Allworth financial, L.P.
Greg Gohr is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 22 years and FSA Wealth Management, LLC for three years. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as wealth planning, portfolio management, retirement plan consulting, and operates private funds, utilizing both quantitative and qualitative approaches to implement customized investment strategies.
Meagan R
CFP®, CFA®
Waltham, MA
Allworth financial, L.P.
Meagan Rogers is a CFP® and CFA® credentialed financial advisor with eight years of industry experience. She is currently with Allworth Financial, L.P. and previously worked at Financial Strategy Associates, Inc. and Commonwealth Financial Network. Allworth Financial serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations. The firm employs both quantitative and qualitative analysis through an Investment Committee to manage customized portfolios across various asset classes and investment strategies.
Laurie I
CFP®, Series 63, Series 65
Waltham, MA
Allworth financial, L.P.
Laurie Ingwersen is a CFP® with 26 years of industry experience currently with Allworth Financial, L.P. She has held positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and The Harvest Group Wealth Management, LLC, among others. Allworth Financial serves individual and high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations by providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative investment analysis and offers various model and specialist portfolio strategies.
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