Andreane Bolduc
CFA®, CAIA®, MBASenior Investment Strategist / Client Advisor
Financial Advisors in Woburn, MA
At Savant Wealth Management, our Woburn, MA, advisors can help you make personalized financial decisions so you can work toward your long-term goals. As a fee-only, independent firm located at 600 Unicorn Park Drive, Suite 203, we uphold fiduciary standards by offering objective advice that prioritizes your needs. No matter where you are on your financial journey, our team can help bring deep experience and insight to the table.
We typically work with clients who have at least $750,000 in investable assets. We also welcome people on a strong financial path who expect meaningful growth from a career milestone, business event, or inheritance. If you’re seeking a financial partner committed to helping you build and preserve wealth, schedule a consultation with our Woburn financial advisors today.
Financial Services Offered at Our Woburn Office
Our Woburn office provides access to a wide array of comprehensive financial services that address many areas of your financial life. If you’re looking for retirement strategies, investment management, or tax and estate planning, we created our offerings to help support your changing needs. Explore the service categories below to find the right fit for your long-term goals.
Meet Our Woburn, MA Financial Advisors
James Scally
CFP®Financial Advisor
Lauren C. Cecchini
CFP®Financial Advisor
Joseph A. Waters, Jr.
CFP®, MSFinancial Advisor
Jonathan R. Harding
CFP®, ChFC®, CLU®, MBAFinancial Advisor
Savant's Financial Views and News | Woburn, MA
Why Heritage Chose Savant: A Conversation with Chuck Bean
Chuck Bean shares his perspective on Heritage Financial Services joining Savant and how the partnership expands planning capabilities and long-term client support.
Media Mention – Charles Bean Barron’s Best Advisors in MA
Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.
Savant buys $3.9 Billion Boston-area RIA in largest-ever deal
Citywire RIA reported on Savant’s largest partnership to date, acquiring $3.9B Heritage Financial and expanding its New England presence.
Savant strengthens New England presence with $3.9 Billion Heritage Financial
InvestmentNews reported on Savant’s partnership with Heritage Financial, marking the firm’s largest deal to date and expanding its New England footprint.
Upcoming Webinars
Estate Planning 101
April 1 | 1:00 PM CTPlan Your Legacy Today! Explore core estate planning concepts designed to support wealth transfer planning. Best for those with $750K+ saved.
Save Your Seat
Working on Your Own Terms
April 8 | 1:00 PM CTNavigating Semi-Retirement – Learn how to manage goals, income, and key decisions in semi-retirement planning. Best for those with $750K+ saved.
Register Now
Preserving Generational Wealth
April 15 | 1:00 PM CTManaging Significant Assets – Learn how families approach legacy, taxes, and asset structure over time. Designed for those with $750K+ saved.
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Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
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