Jeffrey M. Tancreti, JD

Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Jeffrey M. Tancreti, JD

Financial Counseling
Investment Strategies
Tax Planning

Jeff Tancreti focuses his practice on financial counseling, investment management, and tax planning.  Prior to joining the firm, Jeff worked as an attorney at an oversight and regulatory agency for the Commonwealth of Massachusetts. 

  • Admitted to practice law in Massachusetts
  • Investment Adviser Representative (Series 65)
  • JD, New England School of Law
  • BS in Political Science from Suffolk University