|92 Montvale Ave., Suite 4170, Stoneham, MA 02180|
|Phone: 781.435.0063||Fax: 781.435.0559||Email:|
Devonshire Asset Management, Inc. was founded to address the complexity of contemporary wealth management. We are fee-only advisors and as such have no financial relationships with any brokerage firms, mutual fund companies, or money managers; the only compensation we receive is from our clients. We offer objective advice and solutions based solely on the goals, needs and preferences of our clients. As fiduciaries of the public trust we are required by law to place our clients' interests ahead of our own and to disclose any conflicts of interest. We would not have it any other way.
The considerable experience of our management team headed by co-founders Hal Richardson and Tom Wade, as institutional investors, asset allocators, and financial advisors provides a distinct advantage in designing and implementing custom-tailored wealth management strategies for each family we serve.
Harold G. Richardson, CPA/PFS, CFP®
Harold (Hal) Richardson has been a Certified Financial Planner™ practitioner since 1989 and received the Personal Financial Specialist (PFS) designation from the American Institute of CPAs in 1997. He was Chair of the Personal Financial Planning Committee of the Massachusetts Society of CPAs from 2001-2003.
Hal received his B.S. from Boston University and an M.B.A. from the University of Michigan. He served as a Supply Officer in the U.S. Navy aboard USS Compton (DD705). Following his naval service he became a tax manager at Arthur Andersen & Co. Hal's tax practice continues to be a significant part of his career with a concentration in individual income taxes and the taxation of estates and trusts.
Thomas E. Wade, CFP®, CMFC
Company co-founder Thomas E. Wade brings more than 27 years of wealth management experience to Devonshire Asset Management, Inc. As a former equity analyst for a Boston money-management firm, and member of the investment committee at a Wellesley Hills wealth manager, Tom was responsible for both asset allocation and equity management for over 250 individual clients representing more than $200 million in assets under management.
Tom earned his Bachelor of Business Administration degree with a concentration in Finance from the University of Massachusetts, Amherst. He is a Certified Financial Planner™ practitioner and earned the Chartered Mutual Fund Counselor designation from the College of Financial Planning.
Tom also is a Registered Advisor with the National Association of Personal Financial Advisors, the nation's only organization dedicated to the "fee-only" financial planning profession.