Jennifer Read founded Coolidge Wealth Management, established in December 2024, after more than 25 years of experience in the financial services industry. Throughout her career, Jennifer has built a reputation for delivering thoughtful, personalized financial guidance to individuals, families, and business owners.
A graduate of Bentley University with a Bachelor of Science in Finance, Jennifer also holds a certificate from the Boston University School of Financial Planning. She has earned both the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC) designations, underscoring her commitment to the highest standards of professional competence and ethical practice.
Before founding Coolidge Wealth Management, Jennifer served as Vice President at Brookline Investment Services. Earlier in her career, she was a Financial Counselor at The Colony Group, a fee-only wealth advisory firm known for its comprehensive approach to investment, tax, and estate planning.
Jennifer brings deep expertise in helping clients minimize taxes, manage complex investment portfolios, plan for retirement, and execute thoughtful wealth transfer strategies. Her work is distinguished by a hands-on, client-first approach, backed by decades of technical knowledge and practical experience.
She resides in Wellesley, Massachusetts, with her husband and their two daughters, Taylor and Emma, both elite athletes. Outside the office, Jennifer actively supports her community and enjoys watching her daughters compete at the highest levels of their sports.