About Baystate Wealth Advisors
Baystate Wealth Advisors, an independent, fee-only financial planning and investment management practice in Newton, MA serving clients in the Greater Boston area and across the country.
We help individuals and families achieve their financial goals with a specialized focus on tax efficient financial planning, retirement planning and investment management. We are a fiduciary registered investment advisor, which means we put the client’s interests first 100% of the time. We don’t sell products or receive commissions, ever. We educate our client’s choices and educate our client’s progress toward their goals while making adjustments along the way.
We take what feels overwhelming and make it manageable. Baystate Wealth Advisors LLC was founded by Saurin Makim in 2022.
Who we work with
While we work with a wide range of clients from individuals, married couples to retirees who need help with their finances, we have found that we work best with physicians (including residents) and technology professionals. We are acutely aware of the financial issues facing them as well as strategies that can be deployed for their overall financial progress.
We cover a range of topics that interest them including:
- Questions about 403(b), 457 and 401(a) Retirement Plan Contributions.
- Independent Contractor Income (1099 or Moonlighting Income)
- Equity and Stock Option Compensation
- Disability & Malpractice Insurance
- Pre-IPO Planning
- Questions related to Student Loan Payments
- Getting your estate plan done when you have kids
- Optimizing your employer benefits
- Savings for college for your kids
- Helping plan for financial independence