By asking "What could go wrong?" we create reality-based plans that help you realize your dreams and life goals.

Personal CFO: Comprehensive Wealth Management

Personal CFO is designed to provide clients with the kind of comprehensive planning and orchestration that had traditionally been available only to the ultra-wealthy through dedicated family offices. Personal CFO encompasses stewardship of clients’ overall assets, liabilities, risk management and estate planning. Today, the Personal CFO is the financial advisory option selected by many of TWM’s private wealth clients.

Personal CFO combines asset management with unlimited financial planning and continuous stewardship of a client’s overall financial affairs. Our Personal CFO clients turn to us as a trusted advisor who looks out for their interests in all areas of their lives. From real estate investments to employee stock options, from gifting programs and charitable funds to angel investments and venture capital, we help clients make informed decisions about what matters to them.

When problems or opportunities arise and when they are faced with life’s important financial decisions, clients can count on us for unbiased, objective advice that is not influenced by commissions or even asset management fees. Personal CFO exemplifies our belief that a fee-based model reduces advisory conflicts of interest and promotes unbiased advice.

The Personal CFO service model is economical for clients who face significant financial complexity, and/or those who want ongoing, comprehensive financial orchestration, and seek a relationship built on a foundation of trust and the confidence that their best interest is our only interest.


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30 Monument Square
Suite 101
Concord, MA 01742
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