A complete list of active advisors currently associated with Westfield Wealth Management, LLC

Warmer can help you find a great advisor at Westfield Wealth Management, LLC or one who fits your needs even better.

Westfield Wealth Management, LLC provides investment advisory and wealth management services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans. The firm offers portfolio management, comprehensive financial planning, and retirement plan advisory and monitoring services, including periodic investment reporting for accounts managed elsewhere. Westfield manages accounts on both discretionary and non‑discretionary bases and tailors asset allocations to client objectives, risk tolerance and time horizon, using mutual funds, ETFs and, when appropriate, third‑party money managers or separately managed accounts. The firm employs a mix of analytical approaches — fundamental, technical, cyclical and charting — and supports retirement plan clients with IPS development, model allocation portfolios and participant‑focused services. A notable feature is Westfield’s affiliation with an accounting firm within the same Christakos Financial group, with common ownership that results in reciprocal referrals between advisory and tax/accounting services while leaving clients free to choose providers. The firm operates as a small supported team (three advisors, roughly $91.6 million in assets under management and about 78 clients) and maintains account minimums for certain services, which may shape the typical client engagement.

To learn more about the advisors currently working at Westfield Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.