Jonathan R. Harding
CFP®, ChFC®, CLU®, MBAFinancial Advisor
Financial Advisors in Woburn, MA
At Savant Wealth Management, our Woburn, 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 600 Unicorn Park Drive, Suite 203, 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 work with clients who have at least $750,000 in investable assets. We also welcome people on a strong financial path who expect meaningful growth from a career milestone, business event, or inheritance. If you’re seeking a financial partner committed to helping you build and preserve wealth, schedule a consultation with our Woburn financial advisors today.
Financial Services Offered at Our Woburn Office
Our Woburn 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 Woburn, MA Financial Advisors
Andreane Bolduc
CFA®, CAIA®, MBASenior Investment Strategist / Client Advisor
Joseph A. Waters,_Jr.
CFP®, MSFinancial Advisor
Lauren C. Cecchini
CFP®Financial Advisor
James Scally
CFP®Financial Advisor
Savant's Financial Views and News | Woburn, MA
Four Savant Advisors Named to Forbes Best-in-State Wealth Advisors List
Four Savant Wealth Management advisors were named to the 2026 Forbes Best‑in‑State Wealth Advisors list, earning recognition across four states.
Building a Coordinated Retirement Income Plan in Woburn
Retirement income planning in Woburn, MA requires coordination across taxes, accounts, and Social Security. Learn how a financial advisor can help.
Why Heritage Chose Savant: A Conversation with Chuck Bean
Chuck Bean shares his perspective on Heritage Financial Services joining Savant and how the partnership expands planning capabilities and long-term client support.
Media Mention – Charles Bean Barron’s Best Advisors in MA
Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.
Upcoming Webinars
Tax Strategies for High-Net-Worth Investors
April 22 | 1:00 PM CTPost-Filing Tax Decisions – This webinar covers post-tax filing considerations for investors with complex finances. Best for those with $750k+ saved.
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Navigating Health, Wealth, and Estate Decisions
April 29 | 1:00 PM CTWhere Health Meets Wealth – Explore how health, wealth, and estate decisions connect. Designed for those with $750K+ saved for retirement.
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Is $2M Enough for Your Retirement?
May 6 | 1:00 PM CTRealities of a $2M Portfolio – Explore how planning, taxes, and cash flow can shape retirement decisions when evaluating a $2M portfolio.
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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!
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