Helping You Make The Best Financial Decisions For Your Future

A SINGULAR FOCUS ON OUR CLIENTS' WELL-BEING

Our goal is for our clients to feel we are their partners, helping achieve the best possible outcomes.

 

AndersonLane was founded to provide insight, understanding, and implementation to the families and individuals we serve. 

The future brings with it uncertainty.  Working together, we will increase your certainty and confidence in your financial future.  We will empower you to 

  • see your finances clearly

  • understand your progress towards your goals

  • create and implement strategies to support your future

We believe strategic financial planning and investment portfolio management deserve equal importance.  Our knowledge of taxes, investment management, estate planning, and comprehensive financial advice is leveraged for your benefit.

Our approach is to work with you in a personal manner and we take pride in being easily accessible and actively communicating.

We bring an analytical expertise for the complex financial decisions and challenges you face.  We provide the information, analysis, and counsel to allow you to make informed decisions and spend your most valuable asset -- your time -- as you wish.

About

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The individuals and families we work with come from different walks of life, but share commonalities. They want an advisory relationship focused on their best interests. They believe in investing in their current and future financial well-being by making well-informed decisions and trying to achieve the best outcomes possible.

You may be just starting out on your chosen career path or well into retirement.  You may prefer using technology that has made communicating and working together from distance very efficient or you may prefer in-person meetings (we provide both).  You may be going through a transition such as new employment, a marriage, children, nearing retirement, need assistance with major decisions, or just wish to delegate management of your increasingly complex financial situation.

Managing Principal Scott Swartz has 16-years. experience working with individuals and families creating and implementing financial strategies.  His expertise includes managing investments, financial independence strategies, strategic tax planning, advising on wealth transitions (inheritance and gifting), assisting with the estate planning process, creating concentrated wealth, employer stock, and restricted share compensation plans, and implementing solutions.

As a Certified Financial Planner™ Scott works as a fiduciary, always in the best interest of his clients.  His advice, recommendations, and portfolio management are not just appropriate but meet the higher standard of always being in the best interests of those he works with.  CFP® Certificants also abide by a Code of Ethics and Rules of Conduct that require putting clients' interests ahead of their own or any other interests.

Scott spent 9 years with The Colony Group in Boston, rising from Associate to Partner, before departing for TFC Financial where he spent 7 years, advising families and serving on the firm’s Investment Committee.  He is a graduate of Bowdoin College (B.A.) and UNC-Chapel Hill (MBA) and resides in Boston with his family.  

 

OUR SERVICES

Independent and unbiased advice combined with a high level of service and the ability to synthesize complex issues.  

PORTFOLIO MANAGEMENT

 

Discretionary Core and ESG portfolio management designed for your objectives using low-cost index and factor mutual funds and ETFs.

TAX PLANNING

 

A clear understanding of your tax picture and the tax impact of your decisions.

FINANCIAL INDEPENDENCE

 

Clear insight on your progress toward financial independence and strategies to achieve and maintain your retirement lifestyle.

EXECUTIVE BENEFITS & COMPENSATION

 

Understanding and strategies to fully leverage your benefits.

ESTATE PLANNING & WEALTH TRANSITION

 

Ensure that your assets pass to whom you wish and how you intend.

CONCENTRATED WEALTH

 

Managing your concentrated holdings tax-efficiently and to meet your personal goals. 

CHARITABLE GIVING

 

Help you create a philanthropic strategy to maximize your charitable impact.

BRINGING IT ALL TOGETHER

 

Organize and integrate complex issues to allow us to implement solutions together.

 

PROCESS

Our process is flexible, based on your preferences.

  • Review your information

  • Discuss your priorities & worries

  • Analyze data & review results

  • Develop & implement strategies

  • Monitor, communicate, & adjust

How Our Expertise Benefits You

AndersonLane is equal parts financial planning and portfolio management.  Our focus is on delivering strategic financial counseling in all areas that impact your life, in a manner tailored to your priorities and communication preferences, while providing a sound and low-cost managed investment portfolio.

We take an analytical approach combined with listening closely to deliver intelligent and thoughtful advice to you. We continually invest our time, focus, and knowledge toward helping you make the best possible financial decisions. This includes incorporating the tax impact of choices into our recommendations and investment portfolio management. 

Your busy work calendar or travel schedule are no problem for us.  Complex compensation, concentrated positions in company stock, and careers involving at times higher risk / higher reward employment are common among our clients. We listen closely to your priorities, goals, and needs and most importantly, to you, which shapes our work together.  We provide knowledge, information, analysis, and guidance put to work for your benefit.

We welcome the opportunity to work with your other tax, estate, and legal advisors and can introduce other experts to make sure solutions and decisions are the best possible for you.  

 

Simple and Understandable

OUR FEES

                                                    Your Annual Fee rate for portfolio          Your AUM Exceeds                   management and financial planning is

$0                                                                   0.85%

 

$3,000,000                                                    0.75%

 

$6,000,000                                                    0.65%

 

$9,000,000                                                    0.55%

  

AUM = Portfolio Assets Under Management

 

AUM x Fee % = Fee $

Mutual Fund and ETF expense ratios typically 0.04% - 0.25%

Clear and understandable single fee for investment management and financial planning services.

Financial Planning services are available on a stand-alone basis for a fixed fee.

Please see Form ADV, Item 5 and our Fee Table for important additional information relating to fees and expenses.

 

CONTACT

ADDRESS

1329 Highland Avenue Suite 2 Needham, MA 02492​
Tel:  617-517-4824

Click Here to Find Us On A Map

For general inquiries, please complete the following contact form:

Thank you for your interest!

 

© 2019 by AndersonLane Associates LLC

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AndersonLane Associates LLC is an investment advisor registered and domiciled in Massachusetts.

Registration does not imply a certain level of skill or training.

Please see Legal and Compliance for important additional information.