Hi, I am Saurin Makim. I am the proud father of two teen-aged kids, a lucky husband, and the founder of Baystate Wealth Advisors.

My previous career was in software development and Technical Project management at a few  Fortune 500 companies in Chicago and Boston. I had a strong desire to pursue a career in personal finance after working for few years at my first corporate job at Motorola Solutions at the turn of the century. I became fascinated with nuances of 401k, Roth IRA, Traditional IRA etc. and helping friends and family out with financial literacy and investment management. But during that time true financial planning was not common. Aggressive product sales were the norm and was called financial planning. And I wanted no part of that. Recent technology advances and industry support for comprehensive financial planning services and consumer awareness of benefits of fee only advisors make it viable to run an independent, fee-only financial planning practice. It was time to launch Baystate Wealth Advisors, LLC.

I would genuinely love to connect with you and learn about your story, your struggles and wins even if we don’t end up working together. I value human relationships and trust above anything else in the world. I am a people person first and then a numbers person. And I cherish long lasting relationships as they grow sweeter over time.

I combine strong project management and organization skills and a keen interest in all things financial to deliver desired outcomes for you and your family, increasing the likelihood of achieving your life goals. I work hard behind the scenes to help you understand your financial situation, think through your goals and earn your trust every single day. I have mixed the science and art of financial planning/ investment management. My goal is to help you get organized, accountable, educated, and comfortable with your finances so you can focus on the things that matter most to you.

Having achieved financial independence personally, I understand firsthand how liberating it is to pursue your lifelong goals and want to help others achieve the same. I will be your greatest cheerleader, friendly advisor and confidante as we embark together on the journey of finding financial freedom and independence for you and your family.