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Chris Grande, MSIM, CFP®, RMA®

Chris Grande, MSIM, CFP®, RMA®

I coordinate a team that helps a limited number of busy families develop a comprehensive, dynamic & intergenerational lifetime financial strategy and help keep them organized and accountable to their plan. Our value promise:

  1. Align your financial choices with your most important goals and most deeply held values;

  2. Get your entire financial house in order, and keep it that way, forever;

  3. Foster a "10" level of confidence that you will achieve your goals;

  4. Be your advocate for your wishes whether or not you can advocate for yourself;

  5. Maintain Absolute Confidentiality.

In a nutshell, our team worries about your money, so you don't have to. With a goal of keeping you informed, but not overwhelmed. So that you can spend less time thinking about money issues, and more time doing what you really want to be doing.

By doing so, I believe this will help you to fulfill your life's higher purpose. Is this the kind of relationship you'd like to have with your financial advisory team? If so, let's talk.

About Me

In Marin

In Marin

I grew up in Somerville, MA (I almost guarantee you know someone who has lived in Somerville at some point; even President Obama lived there). I stayed local going to Tufts University where I studied history and economics. If you can believe it, I originally wanted to become a history professor. Eventually I figured out how that career path worked and added economics as it was the closest to “business” in a major that Tufts had at the time!

Starting off with a large financial firm, advising working families to buy mutual funds, term life insurance and consolidate their debt, I grew tired of the permanent sales push. After some exploration, I got interested in the fee-based advising side of the business.

Eventually I incorporated my own firm and went fully independent. A very happy decision indeed as I was always a bit of a rebel. The 9 to 5 grind seemed unattractive to me and even though my first few years with the big firm could be characterized as a failure, I eventually made things happen and got to this point.

I met my wife in San Francisco and now we spend time on both coasts. We both enjoy little restaurants (we both love noodles of all types), walking for miles through the city and hiking trails in Marin County or New Hampshire. I actually had ideas of titling my website the “bicoastal advisor” but decided not to (at this time). Perhaps I will name my Youtube channel with that. We have 2 kids who are wonderful and happily steal my time.

I’d enjoy hearing about your goals and your plans. If you’d like to learn more, explore my services pages which go through what we offer. If it sounds good, fill out my intake questionnaire and lets talk. Thanks for visiting my site!

Chris' Team

Chris is Principal at his firm Walnut Hill Advisors, LLC, a MA Registered Investment Advisor Firm. Chris has assembled an INDEPENDENT, experienced & credentialed team* of outside professionals in related fields to give you the highest probability of achieving what's important to you. As evidenced by progress toward your goals and execution of over 100 deliverables each year to our full service clients. We worry about your money so you don't have to.

 
Christopher Grande, MSIM,  CFP®,  RMA ®  Chris is the Trusted Advisor and Director Of Client Services for our clients:   "I enjoy serving families one on one by helping them get their financial house in order and keeping it that way for the rest of their lives. I have worked to provide the highest level of comprehensive financial services to my clients for 23 years. When I'm not working in my garden, chasing the kids, or helping out in the community, you can find me reinvigorating my fitness routine!"

Christopher Grande, MSIM, CFP®, RMA®

Chris is the Trusted Advisor and Director Of Client Services for our clients:

"I enjoy serving families one on one by helping them get their financial house in order and keeping it that way for the rest of their lives. I have worked to provide the highest level of comprehensive financial services to my clients for 23 years. When I'm not working in my garden, chasing the kids, or helping out in the community, you can find me reinvigorating my fitness routine!"

 
Denise Yelvington, CPA*   Denise is our chief tax strategist, and tax preparer for our clients:  Denise has been working as a tax professional for over 15 years. She has extensive experience working with high net worth individuals, creative artists, and small businesses.  Denise provides a variety of tax services to all of our clients with enthusiasm and dedication, making her an indispensable advisor. She volunteers her time at various charities and community organizations in the Central Florida area.  Denise is a partner at the CPA firm Sheffield Advisors.*

Denise Yelvington, CPA*

Denise is our chief tax strategist, and tax preparer for our clients:

Denise has been working as a tax professional for over 15 years. She has extensive experience working with high net worth individuals, creative artists, and small businesses.

Denise provides a variety of tax services to all of our clients with enthusiasm and dedication, making her an indispensable advisor. She volunteers her time at various charities and community organizations in the Central Florida area.

Denise is a partner at the CPA firm Sheffield Advisors.*

 

Our CPA team*

Our 2 CPAs provide tax counseling, tax forecasting and tax preparation services for Walnut Hill Advisors clients. Additionally, they provide consulting to us as needed and help our clients prepare taxes and forecasts as part of our comprehensive client package.

Our MSW, LCSW Medicare Expert*

Our expert helps you and (maybe) your parents navigate health care options in retirement by expertly comparing options available and advising on appropriate steps to take. Moreover, she brings over a decade of experience in choosing health care plans in retirement and in early retirement.  Furthermore, her experience includes Medigap, Medicare Advantage, Part D plans and more. Also, she helps with Medicare billing and care disputes.

 Our CIC Personal and Business Insurance Team*

Our insurance experts provide comprehensive advice on personal and business liability insurance. And when you have assets, you must protect them. From accidents, from malicious intent, and other risks. Furthermore, you want a protection plan that fits into your overall financial plan. Therefore, our team analyzes our clients’ insurance programs and helps us develop a list of action items. As a result, this action plan not only often improves coverage, but many times also pricing. And they find every possible discount you could qualify for. Lastly, if it makes sense, our team  will take over and do all the work for you.

 Our CBR Real Estate Experts*

We work with a team of hand selected realtors serving multiple zip codes who have the knowledge and experience to help you navigate the nuances from town to town (schools, city management, taxes, fees, local pertinent news etc) and also to help us help you when you are planning for downsizing mom’s house.

Estate Planning Attorneys*

We have solid attorneys that provide guidance in matters of real estate, trusts, estate planning, Medicaid planning, business law, LLCs and other topics important to our clients and our clients who are helping their parents. By working inter-generationally, the family can make smart choices and preserve more wealth for the whole family working together than they could planning piecemeal.

Outside Boston: A 21st Century Virtual Advisory Relationship**

We work with clients in: Massachusetts,  and all over the USA. As a result of this national experience, we have the tools in place to serve clients virtually as well as we serve our clients personally. With:

  • Excellent client technology.

  • Electronic Document sharing, signing, viewing.

  • Videoconferencing using FaceTime, Skype, Google hangouts and more.

  • Easy communication access via phone, email, g-chat and more.

We are a fee-based (flat fee preference) Massachusetts Registered Investment Advisor. You can find us just outside of Boston in Belmont, MA (formerly at Zero Governors Ave in Medford, MA). Specifically, we offer comprehensive financial planning services and investment management services. Importantly, As an RIA firm, we are a Fiduciary and must handle your affairs with the highest standards.

Whom do we serve best? We serve a small number of families who all have similar traits in common and fit our ideal client profile. In a nutshell, we work with people who understand the value of delegating non-core tasks to competent professionals. And people who want fully comprehensive financial services provided for a transparent flat fee.

If you would like to consider working with us, get started BY CLICKING HERE to fill out our online questionnaire. We will then get back to you to schedule a time to talk.

 
 

*Please Note  that consultants listed here are not employees of Walnut Hill Advisors and their professional relationship with Chris Grande does not necessarily represent a recommendation to you to use their services. Please contact us to see if they’d be a good fit for you. However, If you contact them directly, you understand that you alone are responsible for that relationship.

Walnut Hill Advisors utilizes these outside consultants - very experienced & credentialed independent professionals - in helping us construct financial plans for clients. Moreover, we use a number of sources in addition to our consultants. These sources include other professionals specializing in mortgages, banking, health care, other areas of law including Medicaid, career counseling, psychology and coaching. Our goal is to provide a comprehensive level of service with the expertise and input of a variety of professionals.

Please see or disclaimer page regarding the providing of advice and this site.