Robert Knight, CPA

Associate Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Associate Wealth Advisor

Tax Planning
Investment Strategies
Financial Counseling

Robert Knight focuses his practice on tax planning, investment management, and financial counseling.  

Prior to joining the firm, Robert spent four years in public accounting. 

  • Licensed Certified Public Accountant
  • Investment Adviser Representative (Series 65)
  • Master of Accounting, University of Michigan
  • BS in Corporate Finance and Accounting from Bentley University