Tableaux Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tableaux Wealth is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, and retirement plans, providing wealth management, discretionary and non‑discretionary portfolio management, financial planning, and limited trustee/executor services. The firm manages roughly $230 million for about 209 clients and can also access held‑away employer or externally maintained accounts through third‑party platforms at clients’ direction.
The firm’s investment process emphasizes fundamental analysis and modern portfolio theory, with portfolios typically constructed using low‑cost mutual funds and ETFs while also permitting individual stocks, bonds, options, and other instruments as appropriate. Tableaux Wealth generally pursues a long‑term orientation but may trade or rebalance more frequently to meet client objectives or market conditions, and it uses third‑party artificial intelligence tools as decision‑support for research, portfolio analysis, and risk monitoring.
Compared with many peers, Tableaux operates across multiple offices while remaining a small advisor team and discloses the use of derivatives in separately managed account strategies (including options), which it identifies and documents as part of its risk disclosures. The firm also accepts limited custody when acting as trustee/executor (subject to an annual surprise examination), maintains institutional relationships with large custodians for trading and platform services, and discloses crypto‑ETF and derivative risks alongside its other investment‑strategy considerations.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,000 to $10,000.
$0 - $500,000: 1.25% annually $500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually
$300 per hour for trust and estate services and financial planning services (when not part of wealth management).
Account minimum: $2,500 minimum annual fee for wealth management services Minimum fee: Minimum annual fee of $2,500 for wealth management services Fee-only: No commissions; advisory fees only.
Main office
See office80 Maple Avenue, Suite 5
Great Barrington MA 01230
Advisors at this office
3
Offices (3)
Most active in
California · Connecticut · Florida · Massachusetts · New Hampshire · New York · Texas · Vermont
Also doing business as
Msc Financial LLC · Tableaux LLC · Tableaux Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Gary M
Great Barrington, MA
Tableaux Wealth
Gary Martinelli is a financial advisor at Tableaux Wealth with 26 years of industry experience. He previously operated Martinelli Portfolio Management, Inc. for 25 years and has managed a law practice at Martinelli Law, LLC for over 35 years. Outside of financial advising, he serves as executive committee chair of Convenient Cards, Inc., a company that markets prepaid card programs, and holds leadership roles in several commercial real estate entities. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm employs fundamental analysis and modern portfolio theory in its investment approach, managing portfolios with low-cost mutual funds, ETFs, and other instruments, while using third-party artificial intelligence for research and risk monitoring.
Bryce S
CFP®, Series 65
Francestown, NH
Tableaux Wealth
Bryce Schuler is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He currently works at Tableaux Wealth and previously held roles at Baldwin & Clarke Advisory Services, New England Private Wealth Advisors, and American Investment Services. Outside of his advisory work, he serves as Treasurer and Board Member for the Francestown Village Water Company, a local non-profit water supplier. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans with wealth management, portfolio management, financial planning, and trustee services. The firm manages approximately $230 million for about 209 clients, utilizing a long-term investment approach grounded in fundamental analysis and modern portfolio theory, incorporating low-cost funds and a range of securities.
Luke D
CFP®, ChFC®, Series 65
Great Barrington, MA
Tableaux Wealth
Luke Delorme is a CFP®, ChFC®, and Series 65-licensed advisor with 10 years of industry experience. He has worked at Tableaux LLC since 2024 and previously spent eight years at American Investment Services, Inc. He serves as a board member of the Berkshire Natural Resources Council, a land conservation non-profit organization. Tableaux Wealth is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, and retirement plans, providing wealth management, portfolio management, financial planning, and trustee/executor services. The firm manages approximately $230 million and employs an investment process based on fundamental analysis and modern portfolio theory, using a mix of low-cost mutual funds, ETFs, and individual securities.
Joseph P
Series 65
Sarasota, FL
Tableaux Wealth
Joseph Polidoro is a financial advisor at Tableaux Wealth with one year of industry experience and holds a Series 65 credential. He is also the president and founder of Polidoro Marketing Communications, a marketing consulting firm he has led since 2003. Additionally, he works as an independent writer on scientific topics for publications such as Science News, Scientific American, and The Dispatch. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $230 million for roughly 209 clients, employing fundamental analysis and modern portfolio theory to construct portfolios using low-cost mutual funds, ETFs, and other instruments while incorporating AI tools for research and risk monitoring.
Matthew C
CFP®, Series 66
Great Barrington, MA
Tableaux Wealth
Matthew Chester is a CFP® and Series 66 licensed financial advisor with 13 years of industry experience. He currently serves at Tableaux Wealth, where he has worked since 2022, following roles at Tcwp LLC and RBC Capital Markets, LLC. Outside of his advisory work, Mr. Chester is a volunteer board member of Riverbrook Residence, Inc., supporting women with intellectual and developmental disabilities, and participates on the finance committee of The Stockbridge Library Museum and Archives. Tableaux Wealth is an SEC-registered advisory firm managing approximately $230 million for around 209 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamentally driven investment approach utilizing low-cost mutual funds and ETFs, individual securities, and derivative strategies, supported by AI tools for portfolio analysis and risk monitoring.
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