Nicholas Ferbert is a wealth management advisor to high-net-worth families in MA, NH, RI, NY, CA, HI, and VA. His background includes financial planning, investment management, and personal lines of insurance (life, disability, and long-term care). Nick began his career as a High-Net-Worth Investment Analyst at Ballentine Partners in Waltham, MA, catering to families with $2MM to $20MM in assets. Following his work at Ballentine, he served as an Investment Advisor to employees of the Fortune 500 Companies at Financial Engines in Boston, MA, specializing in 401k portfolio design. Just prior to joining Baystate Financial, Nick served as a financial consultant to wealthy families at AXA Advisors in Wellesley, MA, and an investment consultant at Scottrade in Newton, MA, advising families on investment selection and portfolio management. Now dedicated to helping his clients build long term systems to grow and protect their wealth, Nick serves affluent New England families by coordinating their financial plans, investment management, and life insurance strategies, with a focus on cost efficiency and concierge-style service.
Nick holds his series 7, series 63, series 65, life insurance producer, health insurance producer, and property and casualty insurance producer licenses. Originally from Concord, MA, Nick received his bachelor’s degree from Boston University and now serves on the board and investment committee of Gaining Ground in Concord, MA, and is a member of the Groton Business Association, Metro West Chamber of Commerce, and Salus Resource Group catering to the financial needs of private medical practices.
- Insurance Strategies
- Investment Strategies
- Estate Planning
- Risk Management Strategies
- Retirement Income Planning
- Retirement Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Nicholas’s Licenses and Disclosures