Edward R. Jastrem
CFP®, ChFC®, CMFS, CLTC, CRPC®, AWMA®, MSSenior Planning Specialist
- Westwood, Massachusetts
Financial Advisors in Westwood, MA
At Savant Wealth Management, our Westwood, MA, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 100 Lowder Brook Drive, Suite 1000, we uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We typically partner with individuals and families who have $750,000 or more in investable assets, as well as those approaching a significant financial transition such as a business sale, career advancement, or inheritance. Our team works closely with clients to help align financial decisions with evolving goals, helping them navigate complexity with greater clarity and confidence. If you’re looking for a long-term financial advisor in Westwood, we’re here to help you take the next step.
Why Work with a Financial Advisor at Savant in Westwood, MA?
Choosing a financial advisor is about more than proximity. It’s about finding a partner who understands your priorities and provides guidance designed to earn your trust. At Savant Wealth Management, our Westwood team provides personalized financial guidance intended to support your long-term goals.
We take a comprehensive approach to financial planning, integrating investment management, tax strategies, retirement planning, and estate considerations into a cohesive strategy. Whether you’re planning for the next phase of life or managing growing wealth, our advisors can provide personalized recommendations and a disciplined process.
Working with a local Westwood financial advisor can also give you the benefit of ongoing, relationship-driven support. We take the time to understand your goals and adjust your plan as your life evolves, with the goal of helping you stay on track over the long term.
Financial Services Offered at Our Westwood Office
Our Westwood office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Meet Our Westwood Financial Advisors
The advisors at our Westwood office combine years of industry expertise with a strong commitment to client-focused service. Guided by fiduciary principles, they work closely with individuals and families to create tailored financial strategies that reflect personal goals and values. They strive to build each relationship on trust, transparency, and a dedication to helping clients move forward with greater confidence.
Kristin M. Castner
CFA®Senior Managing Partner
Charles S. Bean III
CLU®, ChFC®Managing Partner / Financial Advisor
Ryan Driscoll
CFP®, MBAFinancial Advisor
Michael R. Waldron
CFP®, CFA®Senior Investment Strategist / Client Advisor
Sammy A. Azzouz
JD, CFP®Managing Partner / Financial Advisor
Truman J. Strug
Investment Research Analyst
Hanna G. Gomez
CFP®Financial Advisor
Financial Planning Tools and Resources for Westwood, MA, Residents
Strong financial decisions start with the right resources. Our Westwood team offers access to curated tools, checklists, and insights to help you evaluate your current strategy and identify new opportunities. Whether you’re refining your retirement plan or strengthening your overall financial approach, these resources are designed to support your next steps.
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Upcoming Webinars
You've Inherited Wealth: Now What?
May 20 | 1:00 PM CTDecisions After Inheriting – If you’re inheriting $1M+, attend this webinar to explore inheritance-related financial and estate topics.
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How Taxes Impact Your Retirement Plan
May 27 | 1:00 PM CTCan Taxes Shape Retirement? Learn how taxes can affect retirement income. Designed for individuals with at least $750k saved for retirement.
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Key Financial Milestones in Retirement
June 3 | 1:00 PM CTTurning Points in Retirement – Learn how retirement milestones are tied to healthcare costs and tax-aware withdrawals. Ideal for those with $750K+ saved.
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Watch NowFAQs About Financial Advisors in Westwood, MA
How do I choose the right financial advisor in Westwood, MA?
When choosing a financial advisor in Westwood, we believe it’s important to look for transparent pricing, a clear planning approach, and services that align with your needs. You may also want to work with a local advisor who is available for ongoing conversations and can provide guidance as your financial situation evolves.
Are there benefits to working with a local financial advisor in Westwood?
Working with a Westwood-based financial advisor can make it easier to build a long-term relationship and meet in person when needed. A local advisor can also provide more personalized support and help you stay engaged with your financial plan over time.
What types of clients typically work with financial advisors in Westwood?
Financial advisors in Westwood often work with individuals and families who have growing or established wealth, typically with $750,000 or more in investable assets. This may include professionals, business owners, and those preparing for retirement or managing significant financial changes.
How are financial advisors in Westwood typically compensated?
Financial advisors may use different compensation structures, including fee-based or fee-only models. Understanding how your advisor is compensated can help you evaluate their recommendations and ensure their approach aligns with your expectations.
What services do financial advisors in Westwood typically offer?
Financial advisors in Westwood often provide a range of services, including investment management, retirement planning, tax strategies, and estate planning. Taking a comprehensive approach can help ensure all aspects of your financial life are aligned with your long-term goals.
Can a financial advisor in Westwood help with retirement planning?
Yes, a financial advisor can help you prepare for retirement by evaluating your current savings, estimating future income needs, and developing a strategy to support your lifestyle. This is especially valuable for individuals in the Westwood area planning for long-term financial preparedness.
How often should I meet with a financial advisor in Westwood?
Many clients meet with their financial advisor at least once or twice per year, with additional check-ins during major life or financial changes. Having a local Westwood advisor can make it easier to stay connected and keep your plan up to date.
What’s included in a comprehensive financial plan?
A comprehensive financial plan typically includes investment strategy, retirement planning, tax considerations, estate planning, and risk management. Advisors often take a holistic approach to ensure these elements work together toward your goals.
Can a financial advisor help during major financial changes?
Yes, financial advisors can frequently help clients navigate transitions such as retirement, career changes, business sales, or inheritances by providing guidance and long-term planning strategies.
How do I get started with a financial advisor in Westwood, MA?
Getting started typically begins with an introductory conversation to discuss your financial goals and current situation. From there, a Westwood financial advisor can outline a personalized approach and next steps based on your needs.
