Chris' Team
Christopher Grande, MSIM, CFP® is Principal at his firm Walnut Hill Advisors, LLC, a MA Registered Investment Advisor Firm. Chris has assembled an INDEPENDENT, experienced & credentialed team* of outside professionals to give you the highest probability of achieving what's important to you. As evidenced by progress toward your goals and execution of over 100 deliverables each year to our full service clients. We worry about your money so you don't have to.
Our CPA team*
Our 2 CPAs, Denise and Cindy, provide tax counseling, tax forecasting and tax preparation services for Walnut Hill Advisors clients. Additionally, they provide consulting to us as needed and help our clients prepare taxes and forecasts as part of our comprehensive client package.
Our MSW, LCSW Medicare Expert*
Our expert Lindsay helps you and (maybe) your parents navigate health care options in retirement by expertly comparing options available and advising on appropriate steps to take. Moreover, she brings over a decade of experience in choosing health care plans in retirement and in early retirement. Furthermore, her experience includes Medigap, Medicare Advantage, Part D plans and more. Also, she helps with Medicare billing and care disputes.
Our CIC Personal and Business Insurance Team*
Our insurance expert Steve and his team provide comprehensive advice on personal and business liability insurance. And when you have assets, you must protect them. From accidents, from malicious intent, and other risks. Furthermore, you want a protection plan that fits into your overall financial plan. Therefore, our team analyzes our clients’ insurance programs and helps us develop a list of action items. As a result, this action plan not only often improves coverage, but many times also pricing. And they find every possible discount you could qualify for. Lastly, if it makes sense, our team will take over and do all the work for you.
Our CBR Real Estate Experts*
Joe and Nancy lead teams of hand selected realtors serving multiple zip codes who have the knowledge and experience to help you navigate the nuances from town to town (schools, city management, taxes, fees, local pertinent news etc) and also to help us help you when you are planning for downsizing mom’s house.
Estate Planning Attorneys*
Our solid attorneys Dale, Michael, Jonathan and Ken provide guidance in matters of real estate, trusts, estate planning, Medicaid planning, business law, LLCs and other topics important to our clients and our clients who are helping their parents. By working inter-generationally, the family can make smart choices and preserve more wealth for the whole family working together than they could planning piecemeal.
Outside Boston: A 21st Century Virtual Advisory Relationship**
We work with clients in: Massachusetts, and all over the USA. As a result of this national experience, we have the tools in place to serve clients virtually as well as we serve our clients personally. With:
Excellent client technology.
Electronic Document sharing, signing, viewing.
Videoconferencing using FaceTime, Skype, Google hangouts and more.
Easy communication access via phone, email, g-chat and more.
We are a fee-based (flat fee preference) Massachusetts Registered Investment Advisor. You can find us just outside of Boston in Belmont, MA (formerly at Zero Governors Ave in Medford, MA), but Chris also spends significant time in Marin County, CA and some time in Honolulu, HI. Specifically, we offer comprehensive financial planning services and investment management services. Importantly, As an RIA firm, we are a Fiduciary and must handle your affairs with the highest standards.
Whom do we serve best? We serve a small number of families who all have similar traits in common and fit our ideal client profile. In a nutshell, we work with people who understand the value of delegating non-core tasks to competent professionals. And people who want fully comprehensive financial services provided for a transparent flat fee.
*Please Note that our Deliverables Team consultants listed here are not employees of Walnut Hill Advisors and their professional relationship with Chris Grande does not necessarily represent a requirement for you to use their services. Please contact us to see if they’d be a good fit for you. However, If you contact them directly, you understand that you alone are responsible for that relationship.
Walnut Hill Advisors utilizes these outside consultants - very experienced & credentialed independent professionals - in helping us construct financial plans for clients. Moreover, we use a number of sources in addition to our consultants. These sources include other professionals specializing in mortgages, banking, health care, other areas of law including Medicaid, career counseling, psychology and coaching. Our goal is to provide a comprehensive level of service with the expertise and input of a variety of professionals.
Please see or disclaimer page regarding the providing of advice and this site.
