Financial Advisor Boston & Greater Boston
Put Your Money In the Hands of Someone That Knows Best
Life isn’t all about money, but it is an important tool for building the life you want. Like with any tool, the best results are achieved when skilled, experienced hands are in control. I have studied the financial markets for over 30 years, and as the new financial ‘normal’ is continually redefined, I am always striving to learn more about it and adapt my knowledge to it.
The result: I can help you make smart investment decisions for every stage of your life, under all market conditions.
No Cookie-Cutter Solutions
Every smart investment decision starts with me listening to you and asking you the right questions, including:
- What are your short-term and long-term financial goals?
- What kinds of financial assets are you working toward?
As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities, which I use to build custom portfolios, trusts, and retirement plans for people and organizations.
A Top Independent Broker-Dealer
Cambridge Investment Research is an independent broker-dealer for financial professionals dedicated to offering objective investment advice to clients. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., a federally registered investment advisor.
Cambridge is fully devoted to four core values: integrity, commitment, flexibility, and kindness.
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When the Seasons of Life Change, Your Financial Strategy Should Change, Too
To try to develop the most effective retirement income strategy for the middle class, Stanford University’s Center on Longevity analyzed and compared 292 scenarios.[i] Its conclusion is a two-prong strategy. First, delay taking social security until age 70 by working...
Congratulations, Fran and Ami Adams, for your marriage of over 40 years; two great kids; and two grandchildren, ages 3 and 11. You have built a substantial nest egg that you would like to  start sharing with your kids and grandkids and  pass on to them after you...
The U.S. stock market has come a long way from its Great Recession low. That low, when the S&P 500 bottomed out at 666 on March 9, 2009, is called “the Haines’ bottom,” named after legendary CNBC anchor Mark Haines, who called the bottom of the market’s plunge on...
More About Tim
I will provide expert and highly personalized financial planning, retirement planning, and wealth management from my Boston office, when you need an independent financial advisor in Massachusetts (Belmont, Marblehead, Duxbury, Boxford, Hopkinton, Nantucket, or Rhode Island, Providence, Newport.)