Mr. Hamilton is a private client advisor in our Lynnfield, MA office. Working closely with our investment advisors, Tim helps clients navigate their complex financial lives. Tim utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors, and with other members of their professional team.
Tim has over 14 years of industry experience, most recently serving high-net-worth clients at Measured Wealth Private Client Group LLC, where he was in charge of creating all comprehensive financial plans firm wide.
In 2021, Tim completed a PG Certificate in Financial Planning from The American College of Financial Services.
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