John Paolini

Vice President, Wealth Advisor

Areas of Expertise

Goal Alignment

Asset Allocation

Retirement Planning

Estate Planning

Philanthropy

Qualifications & Experience

BA, Princeton University
MBA, Northwestern University Kellogg School of Management
JD, Boston University School of Law
Certification in Executive and Organizational Coaching, NYU

Schedule AN APPOINTMENT Your Wealth Portal

Boston, MA

Media

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Words to Live By

Never look back unless you are planning to go that way.

Henry David Thoreau

Client Experience Professionals

Soliel Geronimo

Team Members

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About

For over 25 years, John has been helping successful professionals, entrepreneurs, business owners and families build a strong foundation for their wealth and philanthropic goals. With broad experience in planning, investment management and family legacy issues, John brings a strategic approach to each client’s unique situation. He wants to know what matters most to you on the way to achieving the lifestyle and security you envision. John's philosophy is simple: “I want to help you and your loved ones thrive.”

John earned his BA from Princeton University, an MBA from the Kellogg School of Management at Northwestern University, and a JD from Boston University School of Law.

John loves Italian food and loves to travel – he speaks fluent French and Italian – and spends his free time biking, skiing, gardening, and enjoying dinners and music with friends. With little hope left for his golf game, John is trying to get the hang of pickleball. After 30+ years in Chicago, John and his wife now live in upstate New York.