Tim Lonergan, CFP®, CPWA®

Partner, Head of financial planning

Born and raised in New Hampshire, Tim earned a BA in political science from the University of New Hampshire before relocating to Boston. There, he launched his wealth management career as an associate at Boston Private Wealth, where he focused on relationship management and business development. Later, Tim moved on to Morgan Stanley, where he provided financial planning support for high-net-worth and ultra-high-net-worth clients and assisted with various portfolio management responsibilities, including research and trading.

At Westmount, Tim helps clients understand the various qualitative and quantitative aspects of the financial planning process, including taxes, executive compensation, Social Security and Medicare planning, charitable giving, and more. Additionally, he spearheads the firm’s educational initiatives related to financial planning. He is also a CERTIFIED FINANCIAL PLANNER™ professional and Certified Private Wealth Advisor® designee.

In his free time, Tim enjoys cooking, cheering on his favorite Boston sports teams, and spending time with his wife, Ashley, and their dogs Séamus and Winnie.