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 Waltham, 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 blended advisory fee based on a client's assets under management. This percentage 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 entered into a mutual agreement with CERTIFIED FINANCIAL PLANNER™ professional Stephen Blanchette, owner of Blanchette Financial Group in Newburyport, Massachusetts. In the event of something unexpected happening to Nathaniel, Stephen is prepared to service your wealth planning needs.