Walnut Hill Advisors, LLC is a fee based Massachusetts Registered Investment Advisor based just outside of Boston in Belmont (formerly Medford), MA offering comprehensive financial planning services and investment management services to clients in the Boston & New England area, San Francisco Bay area, and South Florida (as well as nationwide). As a company, we serve a small number of families who all have similar things in common, who are looking to delegate their financial matters to a competent team so that they can focus on what's truly important to them. Disclaimer: Posts shared are not endorsements or recommendations. posts shared are for discussion and informational purposes only and should not be considered financial and/or investment advice. Go to our company website for more information, including disclosures. http://www.walnuthilladvisorsllc.com/about-wha/ WHA is a member of RIIA - The Retirement Income Industry Association: www.riia-usa.org