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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lipshutz is an investment advisor representative who works with clients in the Wellesley, MA area. Jonathan is an Investment Advisor Representative with Savant Wealth Management, a firm with a focus on providing financial planning, pension consulting, educational seminars, and selection of other advisers services. Savant Wealth Management has offices in both Wellesley and Rockford, IL, and manages more than $50 billion in assets. Jonathan also has experience working with Cambridge Bancorp, US Bancorp, Ranstad, and Relaxing Retirement Coach, Inc. Jonathan holds a Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
08/28/2024 - Present
Savant Wealth Management (Wellesley MA)
Active
Inactive
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