Matthew Waterhouse, Financial Advisor

05/05/2026

New Opportunity: Client Service Administrator (Part Time, Hybrid)

Wellesley, MA
~30 hours/week

My team is looking for a detail oriented Client Service Administrator to support two financial advisors.
This is a part time, hybrid role (1–2 days/week in our Wellesley office), with the opportunity to become fully remote once up and running.

What you’ll be doing:
• Acting as a primary point of contact for client service needs
• Preparing and submitting non financial service requests
• Following up on requests until completion
• Scheduling client meetings and sending reminders
• Assisting with meeting prep and advisor recruiting support
• Coordinating with custodians, product sponsors, and internal teams
• Maintaining accurate client records and CRM data

What we’re looking for:
• Bachelor’s degree (finance or business preferred)
• 3–5+ years of financial services experience
• Extremely organized, accurate, and reliable
• Strong communicator with a client first mindset
• Comfortable handling sensitive, confidential information
• Tech savvy and quick to learn

This role requires a high level of precision in a regulated environment. Reliability and attention to detail are essential.

If you or anyone you know would like more information, please message me directly.

03/16/2026

Bronze Eagle recognition for the leadership team at Precision Private Wealth.

Last Friday evening at the Blue Hills Country Club in Canton, Massachusetts we had the privilege of celebrating an exciting milestone in our firm.

At the Equitable Advisors New England Awards Ceremony, Eigenberg, Flanders, Franchella, Waterhouse and Weaton, and were honored with the Bronze Eagle Award from Equitable Advisors.

This award recognizes certain advisors within Equitable Advisors based on internal criteria established by the firm and reflects a commitment to exceptional client service, thoughtful financial planning, and continued professional excellence.

We are proud to work alongside leaders who set the tone for our firm and the clients we serve.

Congratulations to all five advisors on this well-deserved recognition.

03/12/2026

🧠 Here’s a thought…
“Estate” isn’t just about assets; it also involves thoughtful preparation for how responsibilities and decisions may be handled in the future. Whether you're outlining your wishes or reviewing existing strategies, TODAY is a great time to reflect on what matters most.

Have you also considered…
💭 Updating your will
💭 Considering powers of attorney
💭 Exploring strategies for future generations
💭 Aiming to reduce potential stress for loved ones

Everyone’s situation is unique. Work with your team of professionals today!

01/13/2025

Exciting news!

Last year, I teamed up with a group of leading financial advisors to develop a new firm under the umbrella of Equitable Advisors called Precision Private Wealth. This change allows us to bring our clients the comprehensive, client-centric experience of a boutique firm, while maintaining the leverage of resources as part of a large Fortune 500 firm.

With over 100 years of combined financial industry experience, wide ranging capabilities, operational staff, and network of junior associates, Precision Private Wealth will provide our clients the opportunity to have additional access to professionals in retirement & financial planning, investments, risk management & insurance, estate planning, tax management strategies and small business benefits.

Check out our new website, www.precisionpw.com! If you or someone you know is looking for a fiduciary to discuss financial goals with, please don't hesitate to reach out.

10/15/2024

Retire smart: Balance debt and savings GE-6740957.1 (6/24) (Exp. 6/26)
10/15 Did you know that 63% of U.S. households over 65 carry some form of debt? From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financial professional can help you balance saving and paying down debts to support your retirement goals, then reach out to start planning today for a debt-free future!

Many Americans over 65 carry some form of debt. From credit cards to mortgages, it's important to differentiate between good and bad debt. Learn how a financ...

09/17/2024

Carrying debt into retirement is a reality for an increasing number of Americans, but that doesn't mean it has to stall your long-term plans. Read our overview on debt to learn strategies to help you reduce yours while also prioritizing saving for the future. For personalized guidance, contact me to schedule a meeting so we can discuss your situation and take steps toward stability now and through each stage of life.

A guide to preparing for children’s future educational costs with options for strategies and savings and investment vehicles.

08/13/2024

Maybe you've been saving for retirement for decades, but it's still crucial to be prepared before you start living off those retirement funds. Learn more about how to prepare. Contact me to discuss the best strategies for retiring successfully.

The shift to living on a fixed income presents unique challenges and hesitations when you are approaching retirement. As CEO and president of

07/16/2024

Retirement is a new chapter in your life, filled with possibilities and dreams. But have you thought about securing your loved ones’ future? It's time to prioritize their well-being too! Life insurance can provide a way to leave a legacy for those who matter most to you. Contact me to learn more about your options.

05/21/2024

As you approach retirement, you'll want to take steps to prepare your portfolio and help ensure you have strategies in place to address changes in tax obligations. This article will give you an overview of tax considerations along with tactics for financial efficiency. Read on then check in with your financial professional for individualized guidance.

As you get closer to retirement, there are important tax and budget considerations that can help ensure your financial well-being. Watch this video to learn...

04/30/2024

You've spent time and money planning for your retirement. As it gets closer, make sure you're ready to make the most of this big transition. Watch this video to learn more about the tax and budgeting considerations that will help ensure your long-term financial well-being, then check in with your financial professional for personalized guidance.

As you get closer to retirement, there are important tax and budget considerations that can help ensure your financial well-being. Watch this video to learn...