Patrick Carlson | Boston, MA Financial Planning, Estate Planning, Tax Planning | Adviser Investments
Patrick Carlson
Vice President of Wealth Services
617.321.2200 Contact Patrick
617.321.2200

Patrick Carlson

Vice President of Wealth Services


Background Experience

Patrick joined Adviser Investments in 2019. As vice president of wealth services, he helps clients make thoughtful estate planning choices so they can confidently pass along their wealth while minimizing the impact of costs and taxes. Prior to joining Adviser Investments, Patrick practiced law as an estate planning attorney, prepared tax returns and tax plans, and worked in management at WealthCounsel, a trusts and estates attorney membership organization. Patrick holds a B.A. in economics and J.D. from the University of Oklahoma and a tax LL.M. from the University of Florida. He lives in Cary, NC, where he enjoys access to the great restaurant scene in nearby Durham and hiking in the Triangle’s extensive trail network.

Certifications

J.D., LL.M.

The Best Financial Advice I Ever Received

“Think before you act. The more impactful the decision on your future, the longer the contemplation must be.”

Call: 617-321-2200
Address

85 Well 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

Tax Planning
Estate Planning
Financial Planning

Patrick's Insights

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