Needham Advisors

Needham Advisors is a cooperative of business owners and service providers in Boston’s Metrowest and South Eastern Massachusetts area. Our professional practices focus on quality of life with real estate being a common factor for many of our clients.

All professionals associated with Needham Advisors are independent from one another and have no contracts or affiliation aside from the belief that through collaboration, we are able to provide well qualified and trusted resources to our clients. Each member is a true expert in their field, but many clients need resources beyond the services that any one professional can individually provide. Often, clients need multiple services in order to effectively coordinate a major life goal. That's where the value of using a collaborative of qualified and proven professionals can provide a better and more comprehensive solution.

In finding a common theme, clients that buy, sell and own real estate as part of their financial wealth and overall estate are most in need of comprehensive planning. Buying, selling and owning real estate should only be done after careful consideration of your financial assets and qualifications. Proper planning when it comes to real estate effectually results in overall and more comprehensive planning for all aspects of your financial life. Understanding where you are today financially will allow you to move your life goals and plans forward with confidence and within a system that you can manage and evaluate so that you avoid costly mistakes and keep more of your money.

As a real estate property owner, it's imperative that you maintain your hard earned and expensive asset. Allowing a house or other building to go without proper repair and maintenance will result in a loss of wealth through the deterioration of possibly your most expensive asset. Renovation and improvements to real estate, when properly designed and constructed can add significantly more value than poorly planned and executed fix-ups. Our Realtors, designers, planners and contractors are a great resource to any home and property owner.
Quality of life decisions are made and modified throughout our lives. With age comes the wisdom of knowing that the plans we make over the five or ten years are in a constant state of evaluation and re-evaluation in order to make sure they are on track and appropriate are things and circumstances around us are always changing. Most changes surrounding long term planning are outside of our control, but working with a team of educated specialists and advisors gives you the ability to periodically turn to your team and draw upon their resources to steer you away from trouble and keep you on the path to wealth management and achieving your important goals.

Utilize Needham Advisors as a resource to locate credible and responsible professionals and service providers to compliment your existing team of advisors, or find the collaborative resources for you to interview to create a personal advisory team. You have nothing to lose and a lot to gain by interviewing qualified advisors who truly care and listen to your needs.

Our members support charitable giving. Many of our members participate in the GIVE-BACK Charitable Donation Program. Visit www.MyGiveBackProgram.org to learn more.