FAQs

Who is your typical client?

Although we advise a variety of clients, we have built a strong niche among single, widowed, divorced, and married women, many of whom are concerned with retirement and long-term wealth planning.

Where do you meet with clients?

The majority of our meetings are conducted virtually, via Zoom; however, we occasionally meet clients in our Newburyport and Needham, Massachusetts offices.

Shouldn't I get my finances in order first?

Not at all. That would be like waiting for an injury to heal before visiting your doctor. Every day is an opportunity to build a new financial life.

Will I have access to my accounts online?

You can easily access your detailed account information and monthly statements online by visiting: www.Investor360.net.
If you would like to access your account online but do not have login credentials, please contact our office for assistance.
View this instructional user guide video to learn more Investor360°:

You can also download the free mobile app.

What is your investment minimum?

We generally work with clients who have a minimum of $1,000,000 invested with Tilton Wealth Management, though we evaluate the financial picture of each prospective client on a case-by-case basis.

How are you compensated?

We charge a percentage-based advisory fee on a client's assets under management. This is referred to as "fee-based investing." However, in certain circumstances, we may present commissionable products or flat-fee consulting services when appropriate.

What happens if something happens to Nathaniel?

Nathaniel has an agreement with Stephen Blanchette, CFP^®, AIF^® and Timothy Helman, CFP^®, ChFC^®, CLU^®, of Blanchette Financial Group in Newburyport, Massachusetts. If necessary, Blanchette Financial Group is prepared to service your wealth planning needs.