A Private Wealth Manager with over 20 years of industry experience, John specializes in working with high-net-worth individuals and business owners, integrating the Family Office model into their overall wealth management strategy. He provides financial planning services including: estate & business owner planning and retirement, investment and risk management strategies. Offering a first-class experience for his clients, John was listed in Boston Magazine as a Five Star Wealth Manager from 2014-2021.*
John has dedicated his practice to helping individuals and business owners gain control of their financial future. By working with your own tax and legal consultants, as well as his team of talented colleagues, John creates customized plans to address your unique needs and objectives. John and his team offer three services: 1) An objective, holistic examination and analysis of goals, needs and risk tolerance followed by an objective written plan; 2) Implementation of plans to acquire appropriate products and services 3) A periodic review of your plan to revise as necessary and accommodate your changing needs and goals.
John is a founding member of IFP. He developed the firm's industry-recognized Professional Partner Program, a dynamic co-source model that partners financial advisors with CPAs, Attorneys and Property & Casualty professionals.
Today, John oversees IFP’s Professional Partner Program and consults with the firm's partners as they integrate financial planning into their core offerings. This collaborative approach makes IFP the partner of choice for professionals who value their independence and recognize the importance of being surrounded by a talented team.
To learn more visit www.ifpadvisor.com/cpa-financial-advisor/
*The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be placed on the final list of 2014-2021 Five Star Wealth Managers.