NICHOLAS FERBERT
Wealth Management Advisor
200 Clarendon St Ste 19
Boston, MA 02116
Phone: 617.239.8061
Cell: 978-496-4252
NFerbert@baystatefinancial.com
Nicholas Ferbert is a wealth management advisor to to high-net-worth families in MA, NH, RI, NY, CA, HI, and VA. His backgrounds 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 Financial Consultant to wealthy families at AXA Advisors in Wellesley, MA and 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. Nick is also an avid traveler and enjoys scuba diving, rock climbing, tennis, and golf. He spends many weekends during the year with his family at Lake Winnipesaukee.
About Baystate
From the beginning, a Baystate Financial Advisor becomes your personal guide and resource. In order to fit your individual goals and needs, we work with you to formulate a sound investment, insurance, and retirement strategy based upon your financial position.
From there, we help identify a broad range of financial products and services to complement your personalized approach.
Whether we are helping articulate a strategy, monitoring your investments, or making recommended enhancements, our main objective is helping you achieve your financial goals. Baystate Financial advisers go to great lengths to deliver the personalized attention and accessibility our clients have come to expect. We realize your financial strategy is more than managing money, it’s providing the guidance, insight, results and service you need to secure your financial future.