FAQs

people
 

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.  
 

 

strategy
 

What is your philosophy on planning?

Sound financial planning is most successful when it's holistic and collaborative, addressing all areas of your financial life. That doesn't mean you have to tackle everything at once; however, over time it's important to identify and address gaps and opportunities in your financial life.    

 

 

city
 

Where do you meet with clients?

We are happy to meet clients in either our Waltham or Newburyport offices, or through phone and webinar appointments. In select circumstances, where clients are unable to drive, we will meet at their homes.  
 

 

graphic
 

What is your philosophy on investing?

There are many ways to be a successful investor. At Tilton Wealth Management, we augment a "core" traditional asset allocation with "tactical" investments that may address changing market conditions, or specific client interests and values. We believe that when "core" and "tactical" investments are used in conjunction, we can target incremental return potential than by either approach used alone.  
 

agenda
 

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. 


 

coins
 

What is your investment minimum?

We generally work with clients who have a minimum of $500,000 invested with Tilton Wealth Management, though we evaluate the financial picture of each prospective client on a case-by-case basis.   

 

business
 

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. 

 

BFG
 

What happens if something happens to Nathaniel?

Nathaniel has entered into a mutual agreement with CERTIFIED FINANCIAL PLANNER™ Stephen Blanchette, owner of Blanchette Financial Group in Newburyport, Massachusetts. In the event of something unexpected happening to Nathaniel, Steve is prepared to service your wealth planning needs.  

 

old-typical-phone
 

How do I get started?

It starts with a simple phone call, which allows us to understand your financial objectives and share how our firm can be of service. If you decide you'd like to move forward, we can arrange a time to meet in person for a complimentary consultation. To schedule an introductory phone call, please submit the request through our Contact Us page.