About Our Planning Team | Coolidge Wealth Management

About Coolidge Wealth Management

Your Person. Your Partner. Your Advocate For Life.

At Coolidge Wealth Management, our work begins with one thing: you. We’re based right in the heart of Coolidge Corner, but our role goes far beyond geography. We become part of the family. The first call. The financial quarterback who coordinates with your CPA, attorney, and even your kids when the time comes. Whether you’re stepping into retirement, navigating a major life transition, or wondering if you have enough to retire, we help you tune out the noise and focus on what you can control.

Experience The Kind Of Trust You Can Feel

We believe your trust must be earned, not assumed. Every relationship begins with active listening and understanding what it means for you to live your best life. That means showing up with empathy, clarity, and the consistency you can count on, year after year, meeting after meeting.

Surround Yourself With A Team That Works In Sync

We coordinate with your CPA, attorney, and other advisors to make sure your financial life runs as smoothly as possible. Whether it’s retirement income planning, signing up for Medicare, managing risk, or reviewing estate documents, we act as the leader of your wealth team.

Values Are At The Heart Of Everything We Do

Our principles don't just show up in the form of words,. They shape every conversation, every plan, and every step we take together to help you live your best life with clarity and confidence.

Your Trust Is Earned

Our guidance is built from a foundation of active listening, an understanding of what it means to live your best life, and a commitment to always act in your best interests.

Advocate For Your Future

We act as the quarterback of your financial team, collaborating with attorneys, accountants, and other professionals to protect and grow your wealth with efficiency and alignment.

Simplifying The Complexities

Wealth management shouldn't feel overwhelming. We break down complex strategies into clear, actionable steps, so you can focus on living your best life with confidence.

Empower With Knowledge

We believe informed decisions lead to better outcomes. Through personalized education and clear communication, we help you take control of your lifestyle, retirement, and legacy.

Let’s Talk About What Matters Most

We’re your person—the one who shows up, helps sort through the noise, and gives you the confidence to move forward with clarity and care.

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Plan With Confidence & Live With Clarity

Our clients don’t just want investment advice, they want a partner who can bring order to the chaos and confidence to their decisions. That’s why our relationships often span generations. We’re not here to show off credentials or fancy strategies. We’re here to help you with a proven wealth planning process and a personalized experience that helps you feel informed and supported in every phase of life.

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Who We Work With

We partner with individuals, families, and professionals navigating financial complexity. We help you live your best life in every chapter of life.

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Our Approach

We take time to understand what matters most in your life, today and in the future, and then we build personalized plans rooted in clarity, care, and connection.

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Our Team

We bring deep experience, genuine care, and steady guidance to every relationship. We're your people and we show up and help you in every phase of life.

Meet Our Advisors