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The KCH Wealth Management Group
Merrill Lynch Wealth Management
100 Federal Street
Floor 17
Boston, MA 02110
(617) 946-4233
(617) 946-4233
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At the KCH Wealth Management Group, we are passionate about empowering people to achieve their financial goals. Our team is committed to providing exceptional, personalized service to every client, putting your unique needs and goals at the forefront. Leveraging the global resources of Merrill, we collaborate with you to design a customized goals-based financial plan that help you pursue the things that truly matter to you.
The KCH Wealth Management Group
Merrill Lynch Wealth Management
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Recognition
Jeffrey Keough
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Thomas Capachietti
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Colin Hoehn
Forbes "Best-in-State Wealth Advisors", 2017-2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2017-2021
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Rory Hogan
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Meet Our Team
Thomas Capachietti, CIMA®,CPFA™,CRPC™
Managing Director, Wealth Management Advisor
617.946.4203
617.946.4203
Colin Daniel Nardi, CRPC™
Officer, Registered Wealth Management Client Associate
617.946.4279
617.946.4279
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
John P Walsh
Retirement Specialist
Vic Diune
Wealth Strategies Advisor
David Woods
Wealth Management Banking Specialist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.