Tyler Rich, CPA, MBA, MSA

Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Tyler Rich, CPA, MBA
FOCUS AREAS

Investment Strategies
Tax Planning
Estate Planning

RECOGNITIONS

Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2024)

Tyler brings nearly a decade of experience in financial planning for high-net-worth clients on investments, retirement, education funding, insurance, taxes, and estate planning. Tyler’s clients are comprised of high-net-worth individuals and families, founders, executives, and retirees.  

Prior to joining the firm, Tyler worked for PricewaterhouseCoopers for over seven years, providing M&A advisory services to clients engaging in buy and sell-side transactions. 

Tyler holds a B.A. in Economics from Boston College, and a Masters in Business Administration and Masters in Accounting from Northeastern University. 

Outside of work, Tyler enjoys spending time outdoors with family (wife and two sons) and friends.   

  • Investment Adviser Representative (Series 66)