Tim Withers

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Timothy Withers, CLU, ChFC, MBA
Firm Principal

Tim Withers has over 20 of experience in the areas of financial consulting and investment management serving Owners, CEOs of closely held companies and their families.

Prior to becoming a Firm Principal of MSW, Mr. Withers was founder and President of Wellspring Financial as well as the Head of the Corporate and Executive Benefits Division of Capital Formation Group.

 

His specialties are:

  • Wealth Management  and Succession Strategies for Owners of closely held businesses

  • Design and Execution of Corporate benefits programs with focus on 401k, Qualified and Non Qualified Retirement plans

  • Investment Analysis and Management

He is a Chartered Financial Consultant® (ChFC), with the American College, a Registered Representative with Kestra Investment Servicse, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC

Member Fidelity Advisor Retirement Round Table, Member of National Association of Plan Advisors (NAPA), and author of the Market Snapshot newsletter providing analysis of the stock and bond markets.

 

Education:

BA from Connecticut College

MBA from the Wharton school at the University of Pennsylvania

Phone: 781-319-0098 x 12  E-mail: tim@mswfp.com

 

Firm Administrators:

 

Kathleen O'Connor

Operations & Investments Administrator

Phone:  781-319-0098 x 11               Email: kathleen@mswfp.com

Melinda Bertoni

Insurance Administrator

Phone:  781-319-0098 x 13               Email: melinda@mswfp.com