Organization | Planning & Advice | Accountability = Achievement
Working with Walnut Hill Advisors offers you a team* of experienced professionals to deliver complete and comprehensive financial planning:
Christopher Grande, MSIM, CFP®
Principal and Lead Planner with 25 years of serving clients of 5 generations and helping them to align their money to their values.
Chris ensures that your overall financial plan is executed and monitored throughout the year. Furthermore, he oversees the deliverables team as they execute client deliverables through 100+ checklist point items. See the About Chris page here.
Our CPA team*
Our 2 CPAs provide tax counseling, tax forecasting and tax preparation services for Walnut Hill Advisors clients. Additionally, they provide consulting to us as needed and help our clients prepare taxes and forecasts as part of our comprehensive client package.
Our MSW, LCSW Medicare Expert*
Our experts help you and (maybe) your parents navigate health care options in retirement by expertly comparing options available and advising on appropriate steps to take. Moreover, they bring over a lots of experience in choosing health care plans in retirement and in early retirement. Furthermore, their experience includes Medigap, Medicare Advantage, Part D plans and more.
Our CIC Personal and Business Insurance Team*
Our insurance experts provide comprehensive advice on personal and business liability insurance. And when you have assets, you must protect them. From accidents, from malicious intent, and other risks. Furthermore, you want a protection plan that fits into your overall financial plan. Therefore, our team analyzes our clients’ insurance programs and helps us develop a list of action items. As a result, this action plan not only often improves coverage, but many times also pricing. And they find every possible discount you could qualify for. Lastly, if it makes sense, our team will take over and do all the work for you.
Our CBR Real Estate Experts*
We work with a team of hand selected realtors serving multiple zip codes who have the knowledge and experience to help you navigate the nuances from town to town (schools, city management, taxes, fees, local pertinent news etc) and also to help us help you when you are planning for downsizing mom’s house.
Estate Planning Attorneys*
We at Walnut Hill Advisors have a few solid attorneys to advise our clients. However, 0ur experience shows that clients want an attorney who is close by. We have attorneys that not only provide complimentary counsel to us when helping clients, but also live nearby if clients need more detailed legal work.
Outside Boston: A 21st Century Virtual Advisory Relationship**
We work with clients in: Massachusetts, and all over the USA. As a result of this national experience, we have the tools in place to serve clients virtually as well as we serve our clients personally. With:
- Excellent client technology.
- Electronic Document sharing, signing, viewing.
- Videoconferencing using FaceTime, Skype, Google hangouts and more.
- Easy communication access via phone, email, g-chat and more.
We are a fee-based (flat fee preference) Massachusetts Registered Investment Advisor. You can find us just outside of Boston in Belmont, MA. Specifically, we offer comprehensive financial planning services and investment management services. Importantly, As an RIA firm, we are a Fiduciary and must handle your affairs with the highest standards.
Whom do we serve best? We serve a small number of families who all have similar traits in common. In a nutshell, we work with people who understand the value of delegating non-core tasks to competent professionals. And people who want fully comprehensive financial services provided for a transparent flat fee.
To learn more about Chris, the team and services, go to Chris’ PlanwithChris.com page HERE.
Have questions? Call 888-278-9433
Other Pages You Might Helpful In Evaluating Walnut Hill Advisors
Chris’ Opinion: What is Financial Planning and the Financial Planning Process?
How to Get Started – Client Interview Process
Brochure & Disclosures
*Please Note that consultants listed here are not employees of Walnut Hill Advisors and do not necessarily represent a recommendation to you to use their services. Please contact us to see if they’d be a good fit for you. However, If you contact them directly, you understand that you alone are responsible for that relationship.
Walnut Hill Advisors utilizes these outside consultants in helping us construct financial plans for clients. Moreover, we use a number of sources in addition to our consultants. These sources include other professionals specializing in mortgages, banking, health care, other areas of law including Medicaid, career counseling, psychology and coaching. Our goal is to provide a comprehensive level of service with the expertise and input of a variety of professionals.
**This page is not a solicitation to do business where we are not either licensed or exempted by securities laws. There are multiple states that allow the 5 client exemption to licensure in that state.
Please see our disclosures page regarding the providing of advice and this site.