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Welcome

Tilton Wealth Management is an independent financial consulting firm with offices in Waltham and Newburyport. We advise clients through collaborative wealth management and hands-on investment planning. As a CERTIFIED FINANCIAL PLANNERTM (CFP®), I believe in taking a holistic approach to helping clients plan for their financial futures; and as an Accredited Investment Fiduciary® (AIF®), I am dedicated to upholding the "fiduciary standard," which always means always putting my clients' best interests first. 

If you are an existing client, there are several tools and resources here to augment your wealth planning efforts. If you are a prospective client, we hope that our website provides you an overview on how we help our clients build financial confidence. At Tilton Wealth Management, we put clients at the center of all we do. Our team works tirelessly to deliver high-quality advice, responsive service, and a truly unique client experience.  

As a boutique firm, we adhere to a "complex made simple" approach, removing industry jargon from the discussion, in order to focus on what really matters to you and the solutions to transform your financial life. Since we're independent, we have the freedom to provide independent advice. So whether you're an existing or prospective client, my team and I welcome the opportunity to help you simplify the complexities in your financial life and to provide you the financial confidence you deserve.

Sincerely,

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Nathaniel J. Tilton, CFP®, AIF®

 

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Women's Choice Award Winner!

Tilton Wealth Management is a proud recipient of the 2013, 2014, and 2015 Women's Choice Award for Financial Planning, featured annually in USA Today.

The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors, though they may have paid a basic program fee to cover the cost of their client survey. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.  Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of February 2017, of the 815 considered for the Women’s Choice Award, 146 were named Women’s Choice Award Financial Advisors/Firms. For more information, please visit www.womenschoiceaward.com