Frequently Asked Questions

What minimum asset level, if any, is required to become a client?

Our investment management services begin at $500,000 in investable assets. That said, every financial situation is unique, and the right fit depends on more than just a number. If you’re not sure whether our services are right for you, we encourage you to schedule a complimentary 15-minute “Learn More” call. It’s a relaxed, no-obligation conversation where we can learn about your goals, answer your questions, and determine together whether we’re a good match.

If you’re below the $500,000 threshold, our financial planning packages and hourly advice are also available and may be a great way to get started.

What makes Nashoba Valley Wealth Management different?

Nashoba Valley Wealth Management combines big-firm experience with boutique-firm attention. Before founding the firm in 2025, I spent 26 years at Fidelity Investments, including 14 years as a Vice President and Financial Advisor and 3 years as a Branch Manager. I started my own firm to build deeper, more personal relationships with clients. When you work with us, you work directly with me, never a call center or a junior associate.

Tax planning is built into everything we do. As a CERTIFIED FINANCIAL PLANNER™ professional since 2003 and an IRS Enrolled Agent, I make tax strategy part of every recommendation, not an afterthought. I also see my role as a teacher, not a salesperson. I explain my reasoning in plain English so you can make decisions with confidence.

As a fee-only fiduciary, I’m legally required to put your interests first. I never earn commissions or kickbacks.

What happens to my accounts if something happens to me?

It’s an important question, and one I take seriously. First, your assets are never held by me or my firm. They’re held in your name at an independent custodian, so your accounts remain secure and fully accessible to you no matter what happens to me.

Second, I’m committed to making sure your financial life continues without disruption. Through my strong relationships with the XY Planning Network, a national community of fee-only fiduciary advisors, and AssetMark, a leading wealth management platform, I have access to trusted professionals who share my commitment to putting clients first. Because the right transition depends on how your assets are custodied and managed, we’ll work together to identify the best succession arrangement for your situation. I’m always happy to walk you through the options.