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Thomas Bullitt, CFP®, CFA

Ballentine Partners LLC

230 Third Ave
6th Flr
Waltham, MA 02451
Phone: (781) 314-1326

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Household Income Minimum: $0
Investable Asset Minimum: $3,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.