Get Started
Create an account to start tracking your net worth
Boston, MA
Tim Couture
SVP, Wealth Advisor
As a Wealth Advisor, Tim Couture, provides a holistic financial planning approach tailored to each family’s specific needs and goals. Tim brings more than 16 years of wealth management experience to the Compound Planning team. Tim specializes in assisting founders and executives within the innovation economy navigate their unique issues which include, but are not limited to cash flow, debt management, stock option, income tax, and estate planning. He also helps clients with Qualified Small Business Stock (QSBS) planning, transfer/gifting strategies, and pre/post IPO planning. Tim received a Bachelor of Science degree in Finance and a Master...
Experience
First Citizens Wealth
2 years
Silicon Valley Bank
4 years
Goodman Advisory Group
2 years
Weston Financial
9 years
Qualifications
Bentley University`
B.S. Finance
Bentley University
M.S. Financial Planning
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP® practitioner
Specialities
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Liquidity event planning
Executives
Founders
Tech employees
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your personal family
office
