80 William Street
Suite 260
Wellesley, MA 02481

781.235.7550

A part of all you earn is yours to keep – George S. Clason

Jonathan M. Lipshutz
CTFA®

Associate Advisor

Jonathan has been involved in the financial services industry since 2016. He was a financial planning analyst for The Relaxing Retirement Coach, Inc. from 2022 until it joined with Savant in 2023. Prior to joining The Relaxing Retirement Coach, Jonathan spent six years in trust and wealth management with Cambridge Trust and US Bank.

Jonathan earned a bachelor of science degree in accounting from Ithaca (NY) College and is a Certified Trust and Financial Advisor (CTFA®).

Jonathan grew up in Chestnut Hill near downtown Boston and currently lives in South Boston. In his free time, he enjoys traveling, cooking, playing golf and hockey, and spending time with friends and family.

A part of all you earn is yours to keep – George S. Clason

Jonathan M. Lipshutz
CTFA®

Associate Advisor

Jonathan has been involved in the financial services industry since 2016. He was a financial planning analyst for The Relaxing Retirement Coach, Inc. from 2022 until it joined with Savant in 2023. Prior to joining The Relaxing Retirement Coach, Jonathan spent six years in trust and wealth management with Cambridge Trust and US Bank.

Jonathan earned a bachelor of science degree in accounting from Ithaca (NY) College and is a Certified Trust and Financial Advisor (CTFA®).

Jonathan grew up in Chestnut Hill near downtown Boston and currently lives in South Boston. In his free time, he enjoys traveling, cooking, playing golf and hockey, and spending time with friends and family.