Merrill Lynch Wealth Management

Montis Financial Advisors, located in Waltham, MA, is dedicated to enriching clients' life experiences by redefining their approach to wealth creation. With a focus on personalized financial planning, they listen attentively to clients' goals and craft tailored strategies to help achieve desired outcomes. Serving a diverse clientele, including young professionals, retirees, and business owners, Montis simplifies financial decision-making and optimizes wealth management. Their independent, fee-based model emphasizes thorough education and forward-thinking solutions to empower clients in their financial journeys. Generated from the website

Wells Financial Advisors Inc, located in Framingham, MA, specializes in retirement planning and wealth management for affluent individuals and families throughout New England and beyond. The firm focuses on aligning clients' risk tolerance with their portfolio goals, ensuring wealth preservation as they approach retirement. In addition to retirement planning, Wells Financial Advisors offers comprehensive financial planning, tax and estate planning coordination, and charitable giving strategies. Their client experience emphasizes personalized service, starting with an introductory meeting to assess financial goals and determine the best service offerings for each individual client. Generated from the website