"Very little is needed to make a happy life; it is all within yourself, in your way of thinking."
-- Marcus Aurelius
Thank you for visiting our website. Tilton Wealth Management is an independent financial consulting firm with offices in Waltham and Newburyport. We are dedicated to advising a private group of clients through collaborative wealth management and hands-on investment planning. As a CERTIFIED FINANCIAL PLANNER™ professional, I believe in taking a holistic approach to helping clients plan for their financial futures; and as an Accredited Investment Fiduciary® (AIF®), I am dedicated to upholding the "fiduciary standard," which means putting our clients' best interests first.
For existing clients, our site offers several tools and resources to augment your wealth planning efforts. If you are a prospective client, we hope to provide you with an overview of how we help our clients build financial confidence. At Tilton Wealth Management, we put clients at the center of all we do. Our team works tirelessly to deliver high-quality advice, responsive service, and a truly unique client experience. We are a boutique firm that adheres to a "complex made simple" approach. We work hard to remove industry jargon from our discussions so that we can focus on what really matters to you and the solutions to transform your financial life. Since we're independent, we have the freedom to provide independent advice.
So whether you're an existing or prospective client, my team and I welcome the opportunity to help you simplify the complexities in your financial life and to provide you the financial confidence you deserve.