Saurin Makim
Fee-only Boston Financial Advisor, serving clients locally and virtually
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Serving Clients Nationwide
Fee-only Boston Financial Advisor, serving clients locally and virtually
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Saurin Makim
Hi, I am Saurin Makim. I am the proud father of two teen-aged kids, a lucky husband, and the founder of Baystate Wealth Advisors.My previous career was in software development and Technical Project management at a few Fortune 500 companies in Chicago and Boston.
I had a strong desire to pursue a career in personal finance after working for few years at my first corporate job at Motorola Solutions at the turn of the century. I became fascinated with nuances of 401k, Roth IRA, Traditional IRA etc. and helping friends and family out with financial literacy and investment management.
But during that time true financial planning was not common. Aggressive product sales were the norm and was called financial planning. And I wanted no part of that. Recent technology advances and industry support for comprehensive financial planning services and consumer awareness of benefits of fee only advisors make it viable to run an independent, fee-only financial planning practice. It was time to launch Baystate Wealth Advisors, LLC.
I would genuinely love to connect with you and learn about your story, your struggles and wins even if we don’t end up working together. I value human relationships and trust above anything else in the world. I am a people person first and then a numbers person. And I cherish long lasting relationships as they grow sweeter over time.
I combine strong project management and organization skills and a keen interest in all things financial to deliver desired outcomes for you and your family, increasing the likelihood of achieving your life goals. I work hard behind the scenes to help you understand your financial situation, think through your goals and earn your trust every single day. I have mixed the science and art of financial planning/ investment management. My goal is to help you get organized, accountable, educated, and comfortable with your finances so you can focus on the things that matter most to you.
Having achieved financial independence personally, I understand firsthand how liberating it is to pursue your lifelong goals and want to help others achieve the same. I will be your greatest cheerleader, friendly advisor and confidante as we embark together on the journey of finding financial freedom and independence for you and your family.
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
8 Adams Street Newton, MA 02460
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free consultation and get to know meeting. This is an initial meeting for us introduce ourselves and help us understand your needs and time frame. Feel free to include/bring your Spouse, Friend or Significant other in the meeting. We look forward to meeting you.Offers Investment Management
Yes
About Baystate Wealth Advisors
Baystate Wealth Advisors is a financial Services firm helping professionals fast track retirement & generate passive income from investments.Build your path to wealth with a simple, high-tech experience that supports your journey to financial independence and helps you handle your money with intention and purpose.
Create a money journey that helps you say "yes" to your dreams, with supportive, modern, and empathetic financial advice.
Build a portfolio of ESG (environmental, social, and governance) investing focused on supporting and developing a better world.
How Baystate Wealth Advisors is Different:
✅ Fiduciary: Simply put, we act in your best interest at all times. Not ours. Sworn commitment to give you objective advice.
✅ Fee-Only: We only get paid by you. Complete transparency. Only advice. No products. No commissions, no hidden charges.
✅ Independent: Not just a 1099 contractor for a big wirehouse or a Broker dealer. Our independence allows us to provide you with a tailor-made portfolio considering your specific goals and financial complexities. We are not tied to any family of funds, investments or insurance products.
✅ White Glove Concierge Service: By leveraging technology and professional networks we provide a very personalized, high touch & top-notch level of financial advisory service that outperforms your best expectations, irrespective of your geographical location.
Education
Illinois Institute of Technology, Master of Science - MS, Computer Science
Volunteer Experience
Newton Balvihar is an educational institution that holds classes every Sunday in Newton. It teaches native languages and culture of India. It supports all around children development encouraging them to ask questions about the culture, develop their leadership qualities and build an extrovert personality. I volunteer my time in managing their different cultural events and helping the teachers with other logistic arrangements.
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dentists
- Dual Income Family
- Gen X
- Physicians
- Technology Professionals
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