Built To Serve You
A collaborative approach to effective financial planning
As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Nathaniel Tilton takes a comprehensive approach to help you plan for your financial future. As an Accredited Investment Fiduciary® (AIF®), he is dedicated to upholding the "fiduciary standard," which means always putting your best interests first. In addition, we have a knowledgeable team of professionals designed to serve your needs.
Nathaniel J. Tilton, CFP®, AIF®
Private Wealth Advisor
Cynthia J. Packard, CRPC®
Senior Registered Associate
Alli Schilling, FPQP®
Director of Client Relations
Monica Massey
Wealth Management Assistant
Varicia Vanterpool
Receptionist
Nathaniel J. Tilton, CFP®, AIF®
Private Wealth Advisor
Nathaniel is a private wealth advisor and owner of Tilton Wealth Management. He is a graduate of the University of New Hampshire, where he majored in sports management and minored in business administration. He worked on the corporate side of professional sports until 2001 when he started his wealth management career at American Express Financial Advisors, where he earned New England Market Group Advisor of the Year honors in 2001 and 2002. Since 2006, he has been an Investment advisor Representative and General Securities Representative of Commonwealth Financial Network®. He holds licenses and registrations that include FINRA Series 7 (General Securities Registered Representative), Series 66 (Combined Investment Advisor, Uniform State Law), and life, accident, and health insurance licenses.
Nathaniel is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is earned by individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® certification examination. The exam covers the financial planning process, risk management, investments, tax planning, retirement planning, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
Nathaniel earned the Accredited Investment Fiduciary® designation from the Center of Fiduciary Studies. The AIF® certification indicates that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Personal
Nathaniel published The Blackjack Life (Huntington Press 2012), a personal narrative look inside his five-year journey as a professional card player and the theoretical and practical mathematical learning experiences that helped shape his investment management philosophies today.
For more than two decades, Nathaniel co-organized ArenaTilton, Inc., a 501(c)(3) charitable organization, dedicated to raising money and building awareness around cancer and multiple sclerosis.
Nathaniel served on the Board of Directors for Budget Buddies, Inc., a not-for-profit that promotes financial empowerment among low-income women.
He also served on the advisory board for Project Giving Kids (www.projectgivingkids.org), a nonprofit aimed to help kids develop a philanthropic mindset by connecting them to fun, meaningful, and age-appropriate service activities.
Nathaniel is a health and fitness enthusiast; an avid follower of the Boston Celtics, Boston Red Sox, and Pittsburgh Steelers (not a typo); and a member of Webhannet Golf Club in Kennebunk, Maine. He is also a member of Mensa. Nathaniel is a devoted father to his son, Caden. They live in Newburyport, Massachusetts.
Nathaniel has been a 2013, 2014, and 2015 recipient of the Women's Choice Award for Financial Planning, featured annually in the USA Today.
2013-2015 Women’s Choice Award, created by Women Certified Inc. Presented on a rolling basis based on data as of Dec. 31, annually. 492 advisors were considered, 87 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
Cynthia J. Packard, CRPC®
Senior Registered Associated
As a senior registered associate at Tilton Wealth Management, Cyndy oversees licensing, compliance, insurance, and all aspects of office management. Cyndy entered the wealth management industry in 1981 and has experience with firms such as the Investment Advisory Group, Merrill Lynch, State Street Global Advisors, and Bevilacqua Associates. She holds the Chartered Retirement Planning CounselorSM (CRPC®) certification, has her Series 7 (General Securities Representative) and Series 66 (Registered Investment Adviser Representative) licenses held through Commonwealth Financial Network®, is an appointed notary public for the state of Massachusetts, and is a National Social Security Advisor Certificate Holder (NSSA). (Neither the National Social Security Association, its certification, National Social Security Advisor, nor any advocate/certificant associated with it is in any way affiliated or endorsed by the United States government or the social security administration.) Cyndy has three children, enjoys golfing, and lives in Stoughton, Massachusetts.
Alli Schilling, FPQP®
Director of Client Relations
In her position as the director of client relations at Tilton Wealth Management, Alli is responsible for scheduling appointments, managing our client database, organizing client events, overseeing social media, and enhancing the overall experience for each individual client. Alli’s diverse professional background includes extensive work in corporate retail, education, customer service, and real estate. Alli grew up in the Midwest, graduated from the University of New Hampshire, and lives on Plum Island in Newburyport, where she raised her daughter and son. In her free time, Alli enjoys playing tennis, boating, and spending time on the beach.
Monica Massey
Wealth Management Assistant
Monica began her role as wealth management assistant in 2022, bringing with her more than 20 years of experience in legal and administrative roles. In her role as wealth management assistant, she helps facilitate the onboarding process for new clients, assists in preparing for client meetings, processes account forms, and offers administrative support to the entire team. Monica earned a bachelor’s degree in organizational management from Warner University. Monica is a native Floridian, spending hot summers at the pool or boating through the many lakes in central Florida. She lives with her two cats, enjoys spending time with family and friends, reading fiction novels, and watching movies.
Varicia Vanterpool
Receptionist
As the front desk receptionist in our Waltham office, Varicia fields incoming phone calls and greets guests for all advisors in our suite. Whether you try to reach us in Waltham or in Newburyport, everything routes through our main number at 781.890.6484, and Varicia will direct you accordingly. Varicia is a graduate of the University of Connecticut with a degree in environment.
Our Extended Team
Through our affiliation with Commonwealth Financial Network®, we have access to teams of advanced planning professionals and investment research specialists to help us better serve your needs. Use these buttons to learn more about our support teams.
