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Please note that our offices will be closed on Monday, February 19th in observance of Presidents' Day. Normal business hours will resume on Tuesday, February 20th.

Waltham, MA

800 South Street
Suite 350
Waltham, MA 02453
Hours: 8am-5pm, M-F

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

About Our Waltham Location

At Allworth Financial, we empower and inspire clients with financial education. You can familiarize yourself with our approach to advising when you listen to the Money Matters podcast/radio show, which is hosted by Allworth founders Scott Hanson and Pat McClain. With over 25 years on the air, and thousands of episodes, questions, and callers, Money Matters is one of the longest-running financial topic programs in America.

And our passion for no-nonsense, straightforward financial education doesn’t stop there. You will also find this same honest and direct advisory approach from the resolute and experienced team in our Waltham, Massachusetts office.

Our team in Waltham has been faithfully providing fiduciary investment management, in-depth financial guidance, and holistic retirement planning and education to individuals and families throughout the Northeast for more than three decades.

Conveniently located in Waltham in the Watermill Center (just a couple of miles west of downtown Boston), near the junction of Interstate 90 and Interstate 95, at 800 South Street, Suite 350, our Waltham team offers you personalized, fiduciary guidance on:

  • Retirement and Financial Planning
  • Investment Management
  • Tax and estate planning advice
  • IRA Rollovers
  • And more…

Meet Our Financial Advisory Team

Laurie Ingwersen
CFP®, CRPC®, CDFA, CEPA®, CBC
Roger Ingwersen
CFP®, CIMA®, CRPC®

Latest Insights

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02/29/2024

Working while claiming Social Security? Don’t get caught off guard

You likely already know that figuring out when to claim Social Security during retirement can be tricky. But if you decide to work and receive a benefit at the same time? Things can get even trickier. Allworth co-founder Scott Hanson outlines the need-to-know details about an under-the-radar Social Security rule.

02/27/2024

Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing

Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.

02/22/2024

The pros and cons of 403(b)s

While 401(k)s usually get all the attention, there’s another type of account that millions upon millions of U.S. workers use instead: The 403(b). Allworth co-founder Scott Hanson shares some helpful reminders about this oft-ignored retirement savings vehicle.

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