The Firm:
Larchmont Wealth Advisors, LLC is a Massachusetts domiciled Registered Investment Advisor offering broad based financial planning and portfolio management services. We are both passionate about our craft and compassionate towards our client’s needs. We are available to assist in a number of areas from portfolio management, retirement and social security planning, employee benefits planning, education planning, insurance and estate reviews, etc.
The firm president, Brian Sawyer, graduated Magna Cum Laude from Bentley University with a Bachelor of Science in Finance and also passed the Uniform Investment Adviser Law Exam (Series 65). For several years, Brian worked as the Director of Client Services for a wealth management firm located in Los Angeles, California. Originally from Acton, MA, he now resides in Lunenburg, MA with his wife and daughter.
Who we serve:
Larchmont Wealth Advisors serves a diverse group of clients:
Individuals Nearing Retirement or Already Retired:
Retirees face a number of challenges, including the prospect of living off of a combination of their savings and other retirement income sources including social security and pension income. They face rising health costs and health challenges, emotional concerns, legacy & asset transfer decisions, and the prospect that rising inflation could significantly devalue their savings over time.
Retirement should also be an enjoyable period. One filled with hobbies, travel, time spent with family, charitable interests, or however you envision spending your retirement years. We work with our clients to define what a successful retirement might mean to them, and set out to make it happen within the context of their financial resources. We strive to structure a retiree’s investment portfolio to provide both current income and opportunities for growth, with the balance between asset groups being determined by a mutually defined investment policy guideline. We enjoy the prospect of being a support system for our clients during their retirement years – which is arguably the period when they will need the most advice!
Individuals in Transition:
Oftentimes individuals are forced to make financial decisions based on an unplanned and life changing event: the death of a loved one, an inheritance, divorce, a change in employment, health issues, etc. Larchmont Wealth Advisors can help you understand your options so that you can make informed & clear decisions at those critical junctures.
Early Stage Families:
Just had a baby? Congrats! What an incredible gift! Although it’s a very exciting time, young families face challenges of their own, including the prospect of reduced income from one spouse, daycare costs, the need for life & disability insurance, education planning, debt reduction, home expansion or relocation, etc. Oftentimes careful budgeting is warranted to appropriate a finite amount of income sources towards several goals. How should those dollars be allocated? Should that next dollar go towards education or retirement? Our financial planning process can help you identify and prioritize your goals, as well as map out what it will take to achieve them.
Small Business Owners:
Small business owners are notoriously busy. Not only are they concerned with the daily activities of their business, but they also must make decisions such as choosing a retirement plan, health care plan, purchasing insurance policies, and making the decision on how to structure their growing business (i.e. S Corp vs LLC). Our firm is available to serve small businesses in a variety of ways, such as risk management, general financial advice, and advising on various benefit programs that can be structured to meet both business and personal retirement goals of business owners or their key personnel.
Interested in learning more about our services? Fill out the contact form below, e-mail us, or give us a call at 978-505-6044.