80 William Street Suite 260 Wellesley , MA 02481

781.235.7550

Jack is a managing partner and financial advisor in Savant’s Wellesley, MA office. He has a membership interest in Savant.

Jack has been involved in the financial services industry since 1989. He founded The Relaxing Retirement Coach, Inc. which joined with Savant in 2023. Prior to developing their retirement coaching program, Jack spent five years as a registered representative with a national firm.

Jack is the author of The Relaxing Retirement Formula: For the Confidence to Liberate What You’ve Saved and Start Living the Life You’ve Earned. He earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA.

Jack and his wife Colleen live in Dedham, MA and Chatham, MA. Their daughter Caroline and son Michael live and work in Boston after graduating from Villanova and Boston College, respectively. After many years traveling and watching their sporting events, Jack and Colleen now enjoy spending their free time golfing, boating, and traveling.

Articles &
Media

Celebrate Independence Day with a Financial Confidence Quiz

Stock Market Corrections: Do You Have Time to Make it Back?

Questions to Ask Before Helping Your Grown Children During Retirement

Social Security: Two Underestimated Factors Before You Automatically Delay Until Age 70

How to Evaluate Buying vs. Renting Your Vacation Home

Inheriting Your IRA: The Phone Call That Could Result in Significantly Higher Taxes for Your Kids

Why You Invest — And Why It Matters More Than Ever Right Now

Taxes: Your Silent Partner

Should I Stop Spending Because the Market is Down?

When You Transition to Retirement – Remember the Lid is No Longer on the Jar

Before Reacting to Recent Market Volatility, Look at These Three Long-Term Reality Checks

Before You Put Your Home on the Market: One Step That May Help Protect Your Sale

Identity Protection and Fraud Prevention

What Nick Saban and Andy Grove Can Teach Us About Successful Investing

Should You Pay Off Your Mortgage Before You Retire?

Market Timing vs. Putting it in a Drawer

Strategic Tax Decisions Before You Make Charitable Donations

What Investors Can Learn from Racecar Drivers

Is Labor Day Still a Holiday for You?

Why You Must Consider a Revocable Living Trust – with Two Warnings

A Potentially Costly Investing Bias Created by the Verbs We Use

Implement a “Portfolio Life” Mindset Before You Retire

Independence Day Habits for Your Children and Grandchildren

Key Milestones on Your Road to Retirement [On-Demand Webinar]

Insurance Claims: Two Potential Strategies to Help You Get What You’re Entitled To

Protect Yourself From This Potential Catastrophe

How to Help Your Grandchildren Pay for College

Building a Marathon Investing Mindset

A Common Investing Rule of Thumb That Can Be Dangerous

3 Questions to Answer to Determine If You Still Need Life Insurance

With Stocks in Turmoil, Pretend You’re a McDonald’s Franchise Owner

The Range of Possible Outcomes You Must Know

Before You Help Your Grown Children

Reaffirm Your Investing Goals and Guiding Philosophy

3 Traps to Avoid as We Enter 2025

This Holiday Season, Give Your Family the Gift of Clarity and Peace of Mind

The Mayonnaise Jar and Two Cups of Coffee

Reasons to Have a Mortgage After You’ve Stopped Working

What NOT to Invest

What You Must Know Before Investing

Know Your Numbers

3 Answers You Must Have to Free Yourself from Dependence on Your Paycheck

How Will You Buy Your Next Car?

A Better Way to Define Retirement

But I Don’t Have Time to Make it Back

Don’t Let It Take a Crisis

Election Season Fears vs. Market Reality

What Will You Do When You Retire?

When You Transition to Retirement, Remember the Lid is No Longer on the Jar

Do You Still Need Life Insurance When You Transition to Retirement?

How to Confidently Spend in Retirement

Education &
Designations

Holy Cross College, Worcester, MA
Bachelor of Arts in Economics

Contact Jack

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Phone*

Are you a Savant client?*

To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

Are you planning to hire an advisor in the next 12 months?*

Message*

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.