Acadia Management

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Investment Management, Financial Planners, Financial Planning Consultants

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54 Years

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(617) 426-5755Call Visit WebsiteVisit Website Map & DirectionsDirections111 Devonshire St Ste 620Boston, MA 02109 Write a ReviewWrite Review

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Acadia Management

Tax Services
Josh has over 16 years of industry experience and is currently President & CEO of Acadia Management Co. Inc., a multigenerational single-family office. In this role, Josh counsels family members on sophisticated estate plan designs, financial planning and expense management, investments, and tax strategies. He serves as trustee on family trusts and oversees fiduciary services provided by the office, other family members and independent trustees. With the help of the Acadia Team, Josh manages all aspects of the family office including investment management, planning, tax preparation, family governance, asset protection, risk management, operations and office staff.

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Places Near Boston with Investment Management

Cambridge (4 miles)
Somerville (5 miles)
Brookline (7 miles)
Dorchester (7 miles)
Jamaica Plain (7 miles)
Malden (8 miles)
Medford (8 miles)
Brighton (8 miles)
Quincy (12 miles)
Waltham (15 miles)

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Email: Email Business
Neighborhood: Downtown Boston
Other Link: http://www.acadiamanagement.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service

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Phone: (617) 426-5755

Address: 111 Devonshire St Ste 620, Boston, MA 02109

Website: http://www.acadiamanagement.com

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Acadia Management

Tax Services
Josh has over 16 years of industry experience and is currently President & CEO of Acadia Management Co. Inc., a multigenerational single-family office. In this role, Josh counsels family members on sophisticated estate plan designs, financial planning and expense management, investments, and tax strategies. He serves as trustee on family trusts and oversees fiduciary services provided by the office, other family members and independent trustees. With the help of the Acadia Team, Josh manages all aspects of the family office including investment management, planning, tax preparation, family governance, asset protection, risk management, operations and office staff.
Income Tax
While attending classes, Michelle worked full time as a paralegal at a boutique real estate firm on the South Shore. Upon graduation, she settled into an associate position at a boutique international tax firm located a short distance from Boston. Michelle spent 10 years practicing international tax, income tax, tax controversy, real estate, and various other legal matters. She handled international disclosures and tax audits with the IRS along with real estate conveyancing. She joined legal, business and international organizations and has been a presenter on various international tax matters. After 10 years, Michelle was provided the opportunity to transition to an established firm in Boston, MA. While in Boston, she expanded her practice to include estate planning and probate matters.

Investment Management
Wealth Management
Prior to joining Acadia, Josh was a senior wealth strategist for CIBC Private Wealth, where he counseled high net worth individuals, corporate executives, closely held business owners and multinationals on sophisticated estate plan designs and strategies. He worked directly with clients and their advisors to create integrated estate plans, guide client families in evolving a healthy wealth culture and find solutions to develop the rising generation, all part of CIBC Private Wealth Management’s integrated wealth management process. Josh is a licensed attorney, a Certified Financial Planner (CFP®) and has earned the Accredited Estate Planner (AEP®) designation.

Financial Planning
Erin's many years in the customer service industry led her to her Office Manager role at Acadia. Erin grew up and lives in Quincy, MA and got her BA in History from Emmanuel College. She has previous experience in Tax Prep and Event Management. Erin previously worked for JetBlue as a Flight Attendant and got to see many interesting places such as the Dominican Republic and Puerto Rico. She learned customer relations and time management skills during her time with JetBlue. She is excited to join the Acadia Management Team and continue to grow and learn more about financial planning.
Asset Protection

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