Waltham, MA

Meet Our Advisory Team

400 Totten Pond Road, Suite 220, Waltham, MA, 02451, USA

Our Waltham-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience working with business owners and entrepreneurs and specialize in serving retirees and pre-retirees in the Boston area. If you’re searching for a financial advisor in Waltham, MA our team is ready to support your financial goals.

(617) 614-9895

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

My experience with Beacon Pointe has been fantastic. Admittedly, I’m a novice when it comes to investing but Andrew and the team at Beacon Pointe has been able to answer any and all of my numerous questions. They take the time to explain everything, and do so in a way that is clear to someone less informed. They also offer socially conscious investing, and are female-founded, both very meaningful to me. The healthy return on my investment, the good they do and the personal approach they take makes me feel very comfortable with letting them handle my money. I couldn’t recommend Beacon Pointe any higher.

I have worked with Melisa Dobraca Iacono, CDFA, and her team at Beacon Pointe Advisors, and I can’t recommend them enough. Melisa listens, she explains, and genuinely cares about doing the best for me. In addition, she responds within a day to any questions and follows up when necessary. I am very pleased with my association with Melisa both on a personal level and a financial level.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.