Wellesley - Worcester St

Tyler Rich

CPA, MBA

Wealth Advisor

93 Worcester St
Wellesley, MA 02481

Tyler Rich

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Tyler Rich

Professional Certifications

  • CPA – Certified Public Accountant
  • MBA – Master of Business Administration

About Tyler

Tyler brings nearly a decade of experience in financial planning for high-net-worth clients on investments, retirement, education funding, insurance, taxes, and estate planning. Tyler’s clients comprise high-net-worth individuals and families, founders, executives, and retirees.  

Outside of work, Tyler enjoys spending time outdoors with his wife, two sons (Mason & Walker) and daughter (Ella), and friends.   

Education and Professional Milestones

  • Boston College - BA in economics
  • Northeastern University – master’s degree in business administration and master’s degree in accounting
  • Worked for PricewaterhouseCoopers for over seven years, providing M&A advisory services to clients engaging in buy and sell-side transactions