Business Details
25 Years
experience
Trusted Financial Advisers in Westborough, MA | Finivi Investment Management Services Investment Management Services Investment Management
Finivi Investment Management Services Investment Management Services is an independent, fee-based financial planning and investment management firm founded in 2001. Headquartered in Westborough, Massachusetts, we serve clients nationwide with fiduciary care, prioritizing clients' interests through transparent, personalized strategies. Our team of experienced professionals delivers holistic financial solutions tailored to life stages, integrating planning, investment management, and specialized services like estate and retirement planning.We emphasize integrity, teamwork, and accountability, ensuring clients receive actionable advice aligned with their unique goals. With a commitment to continuous improvement and client-centric values, we empower individuals to achieve financial confidence and long-term success.
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Socially Responsible Investing
Divorce Financial Planning
Bitcoin Consulting
Thematic Investments
Ongoing Guidance
Holistic Planning
Details
- Year established: 2001
Highlights and features
- We operate as fiduciaries, legally obligated to prioritize client interests above all else.
- Our team holds advanced certifications including ChFC and CLTC designations.
- We offer transparent fee structures with no hidden agendas or sales quotas.
- Specialized expertise in physician/dentist estate planning and socially responsible investing.
- Comprehensive services integrate financial planning, investment management, and life-stage strategies.
Associations and certifications
- SEC Registered Investment Advisor
Services
Financial Planning
Our financial planning service creates personalized roadmaps for your financial future. We analyze cash flow, risk management, tax strategies, and long-term goals to develop actionable plans. Clients receive ongoing guidance to adapt strategies as life circumstances evolve.
Investment Management
We construct diversified investment portfolios aligned with your risk tolerance and objectives. Our approach emphasizes cost-effective strategies, regular rebalancing, and tax-efficient harvesting. Clients benefit from continuous market monitoring and performance reporting.
Retirement Planning
This service designs sustainable retirement income strategies tailored to your lifestyle goals. We optimize Social Security benefits, pension plans, and withdrawal sequences. Clients receive scenario analysis to ensure financial security throughout retirement.
Estate Planning
Our estate planning integrates legal and tax considerations to preserve wealth for future generations. We coordinate with attorneys to establish trusts, wills, and charitable giving strategies. Clients gain peace of mind through organized asset distribution plans.
Socially Responsible Investing
This service aligns investments with personal values through environmental, social, and governance criteria. We offer customized portfolios that balance financial returns with positive societal impact. Clients receive impact reports tracking their investments' ESG performance.
People
Eric C. Jansen
Financial Advisor
Eric C. Jansen, ChFC, specializes in physician estate planning and Massachusetts professional corporation shares. With over 25 years of experience, he helps clients navigate complex financial challenges while enjoying family time in Jackson Hole.
Steven C. Johnson
Financial Advisor
Steven C. Johnson, ChFC, focuses on retirement income strategies and New England-based clients. A hockey enthusiast, he combines financial expertise with personalized service to help clients achieve long-term security.
Frederick M. Lane
Portfolio Manager
Frederick M. Lane, ChFC, CASL, manages client portfolios with a focus on tax-efficient strategies. His 30+ years of experience and landscaping hobby reflect a balanced approach to financial management.
Catherine M. Gareri
Wealth Planner
Catherine M. Gareri specializes in women's financial empowerment and estate planning. With expertise in Italian cuisine and client care, she helps clients build sustainable wealth strategies.
Jay Willwerth
Investment Strategist
Jay Willwerth, ChFC, develops tactical investment strategies for high-net-worth clients. A golf enthusiast, he combines market analysis with personalized guidance to help families achieve financial milestones.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including retirement, estate, tax, and risk management strategies tailored to your specific needs.
Are you legally required to act in my best interest?
Yes, as SEC-registered investment advisors, we operate as fiduciaries with a legal obligation to prioritize client interests.
Do you work with out-of-state clients?
We serve clients nationwide through virtual consultations and digital document management systems.
What investment strategies do you use?
Our strategies focus on diversified portfolios, tax-efficient harvesting, and socially responsible investing options.
How are your fees structured?
We use transparent fee-based structures with no sales commissions or hidden charges.
Can you help with physician-specific financial planning?
Yes, we specialize in estate planning for Massachusetts professional corporations and tailored strategies for medical professionals.
Reviews (2)
Chris S.
Mar 20, 2021
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Horrible employees. Unprofessional. These people cannot be trusted. Employees tried to hide owners contact info. Refused to furnish any contact info. I found and emailed owner last week. As of today he has not contacted me.
Financial Service Directory
Sep 01, 2017
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Eric Jansen and his team at AspenCross have been great to work with. Their professionalism and courtesy are second to none. Thanks Eric!
