- Comprehensive financial planning
- Portfolio analysis
- Retirement income planning
- Estate planning
- Budget and cash flow analysis
- Personal and financial reporting
- Charitable planning
As a registered investment advisor, Tim provides holistic wealth management advice to help families and individuals tailor solutions to accomplish their financial objectives. In his role in The MFA Companies® Wealth Management Practice, Tim takes great care to understand his clients’ personal values and financial goals, educate them on available options, and implement strategies to support their financial well-being. He leverages over seven years of experience to provide his clients with a wide range of wealth management services including comprehensive financial planning and analysis, after-tax cash flow planning, goals-based planning, and financial forecasting.
Prior to joining MFA, Tim gained valuable insight and experience serving as a financial advisor in Morgan Stanley’s wealth management division.
We would love to connect with you. Please fill out the form below, and one of our advisors will contact you shortly. Prefer to talk to someone now? Call us directly at (978) 557-5300.