Accomplish More, Worry Less

Intergenerational Financial Planning for goal-oriented people who prefer to delegate their finances to a competent team. We keep you informed, but not overwhelmed. Find out more.

Client Benefits

A Full Suite of Resources & Tools for You

EMX Client Portal

A powerful tool for our clients when you want to feel fully organized with easy access to your entire financial picture with one secure login. The EMX portal links nearly all of your investments, loans, bank and credit card activity and insurance data via a live feed. Also included is an encrypted vault for secure storage of all of your important documents. Couple this with real time financial planning in conjunction with your planning team, you always have the total picture, organized, in one place.

Top Notch Deliverables Team

Our elite team of professionals covers Asset Management, Tax Strategy & Preparation, Liability Insurance Strategy, Medicare & Health Insurance Strategies, Mortgage and Lending Strategies, Legal Planning & Asset Protection Strategies, Life Insurance, Disability & Long Term Care Strategies, All wrapped in a comprehensive financial plan powered by your Financial Roadmap (R)

Solid, Risk Managed Investment Management

We combine experienced in-house research with specialists in various areas of money management. We customize your portfolio by balancing your required return with your risk comfort levels. By using indexing strategies, deep value active management and trading strategies ,we aim to reduce real risk of loss while targeting your goals.

Meet Our Team

Experience, Service, and Loving What We Do

Christopher Grande, MSIM, RMA®
Principal
Chris built Walnut Hill Advisors from scratch in 2010. he has spent every year of his career improving his "game." he holds a Masters Degree, an RMA® designation and a Certificate in Financial Planning from the College for Financial Planning. he overseas roughly $40M of client net worth serving ~25 families.
Alfred Angelici, MSIM
Managing Director, Research
Al brings over 25 years experience in financial services most recently as a portfolio analyst and VP at Fidelity. Al earned his MS in Investment Management from BU's Questrom School of Business. Al focuses on investment research and runs our Concentrated Value Strategy.
Denise Yelvington, CPA
Tax Strategy
Denise handles tax forecasting and preparation for our clients. Working with her partner Cindy Hickey CPA, Denise helps our clients save on taxes through both her in depth knowledge of the tax code and thorough planning strategies. Denise and Cindy worked together at a mid-sized auditing firm before breaking away.
Lindsay Quillen, LCSW
Health Insurance & Medicare Expert
Lindsay brings 12 years of experience in both private and public health insurance knowledge. With numerous experts predicting that retirees will need over $250k saved just for health care costs, even wealthy clients need to plan smartly for theirs (and their parents) health care costs. Lindsay makes the process much easier.

Plans & Pricing

We Work on a Fee Basis. You Are NEVER Locked In

Hourly
$250 Per hour rate
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  • Hire us as needed
  • Get help with a specific planning issue, or
  • A full financial plan as needed
  • Use of Client EMX Portal for 6 months
Flat Fee Lite (Limited Avail)
$$7,000 Annually
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  • Full financial plan
  • Meet 2xs/year
  • Unlimited email & phone advice
  • Comprehensive Strategy
  • EMX Client Portal Access
WHA Client Community
$$18,000 Flat Fee Annually All Inclusive
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  • Full Financial Plan
  • 3 Formal Meetings per Year
  • Meet, Call, Email Anytime
  • 10 Deliverables (ask us)
  • 105+ Point Checklist
  • Incidental income credited to annual fee
  • Scales well for Ideal Clients ($3M+ NW)
  • Optimal match for successful people who are trying to "80/20" their life more
  • EMX Client Portal Access

Confused About Choosing a FInancial Planner?

Are you wondering if you should be working with a financial planner or not? And if so, what kind of relationship you should have? Chris has created a handy questionnaire - 5 Questions to Ask Before Choosing a Financial Advisor- to help you decide whether working with a planner is right for you or not. And if so, how that relationship should be structured. Download your free take at home test by clicking here.

Contact

Don't be shy, get in touch with us

90 Concord Ave 3rd Floor Belmont, MA 02478

info@walnuthilladvisorsllc.com
888-278-9433