Rick Winters | Boston, MA Financial Advisor | Adviser Investments
Rick Winters
Partner, Wealth Adviser
617.321.2200 Schedule a Meeting
617.321.2200

Rick Winters

Partner, Wealth Adviser


Background Experience

Rick is a member of Adviser Investments’ Portfolio Review Committee and came to the firm in 2001 from American Express Financial Advisors, where he provided individual clients with comprehensive financial planning solutions. In 2021, he was honored in Boston magazine for the ninth time as a Five Star Wealth Manager. Rick graduated from Marist College in Poughkeepsie, NY, with a B.S. in business administration, concentrating in marketing and finance. He is a member of the MA Financial Planning Association and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005, and earned his Chartered Retirement Planning CounselorSM (CRPC®) designation in 2009 and his Accredited Wealth Management AdvisorSM (AWMA®) designation in 2015. Rick is an active member of the Big Brothers Big Sisters of Massachusetts Bay organization and NephCure Kidney International. He lives in Concord, MA, with his wife, son and daughter, and he enjoys running, golfing and skiing.

Awards

Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2021, 2022)

Certifications

CFP®, CRPC®, AWMA®

The Best Financial Advice I Ever Received

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

Rick's Latest Insights

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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