Thomas J. Holt, CFP®

We believe the key to personal financial success is having clearly defined goals and objectives. The professionals at Baystate Financial strive to deliver personalized advice and solutions to help accomplish the goals and objectives of our clients and their families or businesses. Our first priority is understanding what is important to our clients and what is their vision of financial success.

We utilize a team approach to the client-centric experience, leveraging multiple fields of expertise to help provide succinct, deliverable solutions. With a committed staff, our goal is specifically designed to be a valued resource for successful families and individuals.

As a financial planner and wealth management advisor, Thomas Holt helps clients make informed financial decisions using sound strategies. Focusing on working with professionals, business owners and physicians, Thomas centers his services on three distinct areas – accumulating, protecting & preserving client assets.