Jeff Arsenault, MFA Wealth Management Practice

Jeffrey
Arsenault

CPA/PFS, CFP®, MST, RLP®     |     PARTNER & CO-FOUNDER

(978) 557-5303
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EXPERIENCE

Bringing more than 20 years of experience to MFA’s Wealth Management Practice, Jeff provides comprehensive investment management services to high-net-worth individuals and families. He both advises and educates clients, identifying the advantages and consequences of alternative courses of action regarding investments and wealth planning. Jeff is skilled in overseeing and coordinating the efforts of clients’ various professional advisors to assure cohesive and timely solutions. Additionally, Jeff is a Registered Life Planner, applying the life planning skills and methodologies taught by the Kinder Institute of Life Planning to the professional practice of financial planning. He has helped numerous clients successfully align their money with what’s most important in their life by creating viable, long-term financial and investment strategies that support their unfolding life plan and its financial requirements.

In addition to co-founding The MFA Companies® Wealth Management Practice, Jeff is the Lead Partner of MFA’s Individual & Family Tax Practice. In this role, Jeff provides tax consulting and compliance services to MFA’s high-net-worth clients, advising them with respect to income, gift and estate tax planning, multi-generational tax planning and charitable planning. He also counsels on complex and multi-jurisdictional tax matters involving family estates and trust holdings. For owners of privately held businesses, Jeff provides proactive tax consulting services that span the entire stakeholder life, from equity and structure planning for business founders to exit planning strategies and beyond.

EXPERTISE

  • Financial life planning and goal setting
  • Estate planning and wealth transfer strategies
  • Retirement planning
  • Charitable planning
  • Investment management
  • Asset allocation planning
  • Family office advisory and family meeting facilitations
  • Estate and trust tax services
  • Individual and family tax services
  • Life and disability insurance planning
  • Equity based compensation planning
  • Family and business succession planning
  • Educational planning
  • Cash flow management

 

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