Welcome to Our Boston – West Office

Experienced Financial Advisors in Boston – West

Boston – West Hero

We offer comprehensive wealth management through a family office-like structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Brian Picariello
Brian Picariello Signature
Brian Picariello, CPA/PFS, CFA® Managing Director
Boston – West
Bennet Thonakkara
Bennet Thonakkara Signature
Bennet Thonakkara, CPA, CFA® Sr. Wealth Advisor
Boston – West
Ready to get in touch? My team and I are here to help.
Austin Minor
Austin Minor Regional Vice President
Boston – West

Boston – West

51 Sawyer Road
Suite 600
Waltham, Massachusetts 2453

Phone: 617.547.6717

Stronger Together

Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.

We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.

Boston – West Offices Fast Facts & Specialties

  • Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
  • Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
  • We’re proud that nearly half of our client-facing team firm-wide are women.

Meet Our Talented Advisors

Our team is deeply embedded in the Boston – West community and specializes in areas relevant to local residents.

Ready to get in touch?
My team and I are here to help.

Regional Vice President, Boston – West