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Jeffrey R Arsenault
Jeffrey R. Arsenault
CPA/PFS, CFP®, MST, RLP®
Partner and Senior Wealth Advisor
(978) 557-5395
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Jeffrey R. Arsenault


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Experience

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

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