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Christopher Grande, MSIM, RMA

Walnut Hill Advisors, LLC
Financial Planning

Contact Information:

0 Governors Ave Suite 34
Medford, MA 02155
United States
T: 888-278-9433
F: 888-278-0203
www.walnuthilladvisorsllc.com

Years in Business:

 

20

Clients I'm Seeking:

 

Full service long term relationship clients. We provide a "Family Office" type service coordinating with other professionals such as CPA, attorney, Realtor, Insurance advisor, GCM, etc to create comprehensive lifetime financial plans

About My Business:

 

Fee-based Registered Investment Advisor (MA) 4 in house team members plus a solid outside consulting team We focus on comprehensive planning (not just "investments") and have expertise in IRA's and Real Estate Downsizing Planning. Our planning encompasses a client's taxes, insurance, legal planning, debt, cash flow, real estate, businesses, and long term investments. Our in house money management has a strong risk management focus using diversification and hedging to reduce risk and go for opportunities in a risk-controlled manner.

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