Bill Payne is a principal and co-founder of PRW Wealth Management LLC. His primary focus is advanced planning for high net worth individuals and families. This involves a fully integrated approach to managing, preserving, and distributing wealth in a tax-efficient manner. Bill has co-hosted several New England financial radio shows, been a source for television money segments, and authored a number of articles. His media consults have included articles in Trusts & Estates, Kiplinger’s, National Underwriter, Boston Business Journal, The Boston Herald, Massachusetts Lawyers’ Weekly, and Life Association News.
Bill serves on the boards of Harbor One Bank (NASDAQ: HONE) and The Old Colony YMCA, one of the largest providers of social services in the Commonwealth. He and his wife Lynne live in Chatham and enjoy as much time as they can get with their six grandchildren.
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.