Timothy Hole is a managing director with Baker Tilly Wealth Management, LLC. He has more than nine years of experience delivering unparalleled financial expertise and personalized service to clients nationwide. Tim leads a dedicated team of professionals in providing comprehensive wealth management solutions tailored to meet the unique needs and aspirations of high-net-worth individuals, families and businesses. He remains a trusted advisor and partner in the pursuit of financial success and peace of mind.
Outside of the workplace, Tim is an avid proponent of work-life balance, finding joy in spending quality time with family and friends. An enthusiast of the great outdoors, Tim enjoys sailing along the New England coast, honing his skills on the golf course, or exploring the region's scenic landscapes through various outdoor pursuits. With a deep appreciation for life's simple pleasures and a commitment to fostering meaningful connections, Tim embodies a well-rounded approach to both professional and personal fulfillment.
- Crafts holistic financial plans that encompass investment management, retirement planning, estate planning, tax optimization and risk management
- Works with clients on the transition of their privately held business to sale and serves as their family’s investment advisor and financial planner pre- and post-sale
- Helps families and individuals navigate the complexity of financial matters (stock options, cash flow planning, family legacy and real estate, etc.)
- Navigates market fluctuations and explores innovative wealth management solutions to address clients’ evolving financial needs
- Continually provides support and guidance to clients throughout all aspects of their financial planning needs
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- “Actionable federal tax insights for individuals and private wealth in 2024,” January 2024
- “Financial wellness: planning for your financial future,” November 2023
- “Required minimum distributions: Frequently asked questions,” December 2023
- “SECURE Act 2.0 provisions for individuals,” January 2023
Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Baker Tilly Wealth Management, LLC is a registered investment advisor. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC
