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Please note that our offices will be closed on Thursday, November 23rd in observance of Thanksgiving. Normal business hours will resume on Monday, November 27th.

Waltham, MA

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

97% of Clients Stay With Us2

22,000+ Clients

Best in Class Advisors


Best in Class Ethics


30 Years in Business

$17 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…

Meet Our Financial Advisory Team

Laurie Ingwersen
Roger Ingwersen
Tim Mazanec

Other Nearby Office Locations

Latest Insights

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3 financial goals that should be on everyone's list for 2024

Have you thought about your New Year’s financial goals yet? As 2023 begins to wind down, Allworth co-founder Scott Hanson helps kick things off by sharing three of his biggest suggestions to serve as your starting point.


November 2023 Market Update

Right now, the U.S. dollar is the world’s reserve currency. But could that status be in jeopardy? Or are recent concerns overblown? Chief Investment Officer Andy Stout answers five big questions that help shed light on whether the dollar is bound for a demotion.


Boosting Profits and Savings: 5 Tax Strategies for Business Owners

For business owners, striking a balance between operating costs and profit is the cornerstone of success.