Tyler Rich, CPA, MBA, MSA

Wealth Advisor

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

Investment Strategies
Tax Planning
Estate Planning

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)