Wealthy individuals and families often have complex financial situations requiring an integrated approach. Pillar Financial understands that you want the care and attention of a wealth manager capable of delivering outstanding service with a keen attention to detail. For more than 20 years Pillar Financial Advisors has provided broad-based wealth management services to business owners, executives and other wealthy individuals with unmatched impartiality, depth of experience and tailored solutions.

In the photo, from left to right: Bill Baldwin, Kathleen Kenealy, Beth Gamel, Timothy Delaney, Jocelyn Schwartz and Lynn Waples

Your financial needs are unique. Shouldn't your advisor also be unique?

We are unique...because we insist upon impartiality. From our Fee-Only compensation to the fiduciary standard of a Registered Investment Adviser, we align ourselves as closely as possible with your personal interests. We do not sell you anything, but rather help you envision your financial future.

We are unique...because we combine our depth of experience with our relationship with Asset Consulting Group (ACG), one of the country's premier independent investment consultants. This relationship provides us with the ability to bring you institutional services and products that are not available to most wealth managers. This means more intensive investment due diligence, proprietary asset allocation analysis, and the latest information on single asset classes and alternative investments.

We are unique...because Pillar Financial delivers tailored solutions to fit each client's personal financial situation and short and long-term objectives. Because we understand that people of considerable wealth have complex situations, we focus on solutions to minimize taxes, preserve assets, and prepare for the distribution of those assets to heirs. We clarify the obstacles and identify the opportunities in order to present you with a satisfying solution.

Pillar Financial's integrated approach allows us to go deeper into your financial needs. Think about your financial situation. Chances are it is complex and requires the work of several professionals, including estate attorneys, trust officers, and accountants. Pillar collaborates with your other advisors to ensure that all your needs are met.