Atwater Wealth Management, led by Caroline A. Gaffney, delivers evidence-based financial planning with a disciplined investment approach. Located in Boston’s financial district, the firm serves executives, entrepreneurs, and retirees with tailored strategies for wealth accumulation and preservation.

Their services include comprehensive financial planning, tax-efficient investing, and charitable giving strategies. Caroline’s dual certification as a CFP® and CFA ensures clients receive sophisticated, data-driven advice. The firm’s client-centric model fosters trust and long-term financial success.