Jack C. Finch
CFP®Financial Advisor
- 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 offer objective advice that prioritizes your needs. No matter where you are on your financial journey, our team is committed to helping 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 align financial decisions with evolving goals, helping them navigate complexity with 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 tailored guidance. At Savant Wealth Management, our Westwood team helps provide personalized financial guidance designed 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 provide personalized recommendations.
Working with a local Westwood financial advisor also helps 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, 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 objectives.
Services for Individuals & Families
From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.
Family Office Services
For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.
Business Advisory Services
Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
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 clarity.
Kristin M. Castner
CFA®Senior Managing Partner
William B. Bain
CFP®, CIMA®Financial Advisor
Paul J. Higgins
CFP®, AWMA®, CLU®, ChFC®, CLTC®, MBAFinancial Advisor
Charles S. Bean III
CLU®, ChFC®Managing Partner / Financial Advisor
Michael R. Waldron
CFP®, CFA®Director of Investment Strategy
Edward R. Jastrem
CFP®, ChFC®, CMFS, CLTC®, CRPC®, AWMA®, MSSenior Planning Specialist
Cole G. Samson
CFP®, MSFinancial Advisor
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Upcoming Webinars
Is It Time to Move? Financial Considerations for Retirees
October 21 | 1:00 PM CTConsidering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.
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Decisions that Might be Costly in a High-Net-Worth Divorce
October 22 | 1:00 PM CTHave at least $2M saved? Discuss financial visibility, decision-making, and planning during divorce.
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Beyond the Algorithm: Where AI Falls Short for Wealthy Investors
October 28 | 1:00 PM CTExplore AI’s role in wealth planning and where human guidance still matters. For those with $750K+ saved.
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Year-End Tax Planning for Investors with Significant Wealth
November 4 | 1:00 PM CTLearn about year-end tax planning considerations before 2027 begins. For investors with $750K+ saved.
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Tax-Savvy Retirement Planning for Affluent Investors
November 10 | 1:00 PM CTHave at least $750K saved? Join our discussion on retirement income, tax planning, and legacy considerations. (111)
Save Your Seat
What University Professionals May Overlook About Retirement Planning
November 12 | 1:00 PM CTUnderstand retirement planning issues facing university professionals. For those with $1M+ saved for retirement.
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Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
Watch NowFAQs About Financial Advisors in Westwood, MA
How do I choose the right financial advisor in Westwood, MA?
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.
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 can be especially valuable for individuals in the Westwood area planning for long-term financial stability.
How often should I meet with a financial advisor in Westwood?
any 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 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.
Connect with a Financial Advisor in Westwood, MA, Today
Building a long-term financial strategy starts with understanding what matters most to you. Our Westwood advisors work with individuals and families to create personalized plans designed to support evolving goals, financial priorities, and future opportunities. Contact our office at 781.255.0214, or schedule a consultation to get started.
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.
