97% of Clients Stay With Us2
Best in Class Advisors
Best in Class Ethics
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
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…
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.
Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.