Jeffrey R. Arsenault
CPA/PFS, MST, CFP^®, RLP^®
Partner and Senior Wealth Advisor

Mr. Arsenault provides comprehensive financial planning services to high net worth individuals and families. With more than twenty years experience, Jeff helps New Wealth clients on all facets of financial planning and investing.  As most clients of the firm are newly wealthy, Jeff both advises and educates, identifying the advantages and consequences of alternative courses of action.  Jeff is skilled in overseeing and coordinating the efforts of clients' various professional advisors to assure cohesive and timely solutions.

Jeff is one of a small number of New England area advisors who has achieved the designation of Registered Life Planner from the renowned Kinder Institute of Life Planning.  As a Registered Life Planner, Jeff applies the life planning skills and methodologies taught by the Kinder Institute to the professional practice of financial planning.  He has helped numerous clients successfully align their money with what’s most important in their life by creating a viable, long-term financial plan and investment strategy that supports their unfolding life plan and its financial requirements.

Expertise

• Financial planning and goal setting
• Estate planning and wealth transfer strategies
• Cash flow management
• Tax Planning
• Retirement planning
• Life and disability insurance planning
• Asset allocation planning
• Charitable planning
• Investment management
• Equity based compensation planning
• Family and business succession planning
• Educational planning
• Family meeting facilitations
• Debt management solutions
• Family office advisory

Education

• MS — Taxation; Bentley College
• BS — Business Administration, Accounting; University of Massachusetts Amherst

Certifications

• CPA — Certified Public Accountant, Commonwealth of Massachusetts
• PFS — Personal Financial Specialist (AICPA)
• CFP® — Certified Financial Planner
• RLP® – Registered Life Planner
• Series 66 NASD

Professional Affiliations

• American Institute of Certified Public Accountants
• Massachusetts Society of Certified Public Accountants
• Institute of Certified Financial Planners
• Kinder Institute of Life Planning
• Financial Planning Association
• Boston Estate Planning Council

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