The Zalcman Neill Wealth Management Group is a team of experienced financial advisors based in Boston, MA. With over 40 years of investment advisory experience, Kenneth Zalcman, the Associate Director, brings a seasoned approach to investing, prioritizing long-term relationships and providing quality client service. Robert Neill, the Senior Vice President, specializes in asset, risk, and cash flow management for affluent families, charitable foundations, and nonprofit organizations. Together, they offer customized strategies tailored to clients' needs, aiming to be their primary source of financial advice.
Daniel Jacob Zalcman, a Senior Wealth Strategy Associate, works closely with Robert in implementing financial plans and catering to the investment management and planning needs of high net worth individuals and their families. Barbara Alton, the Senior Client Associate, brings over 20 years of experience in the Financial Services Industry, providing comprehensive support and assistance to clients. With a commitment to integrity, prudence, and accessibility, The Zalcman Neill Wealth Management Group prioritizes their clients' best interests, earning their confidence and trust.
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