Boutique Wealth Management Services
Helping Protect What Matters Most.
Experienced fiduciary‑minded investment advisory services for unions, pension plans, endowments, businesses, and families, delivered with a high level of personal accountability and attention.
- Your Goals — Our Primary Focus
- Your Plan — Tailored
- Your success — Guiding Our Work
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Tierney Wealth is an independent wealth management firm serving unions, pension funds, endowments, businesses, and families across New England. Based in Holyoke, Massachusetts, with offices in Southwick, MA and Hamden, CT, the firm brings institutional experience to investment strategies built around each client's specific objectives and fiduciary obligations.
“We work with entrepreneurs, business owners, and families to help them plan for what matters most.”
John Tierney, Founder, Tierney Wealth
Principles before products.
We believe effective wealth management is deliberate, thoughtful, and designed to support long‑term decision‑making across changing market environments. Our work begins not with products, but with principles.
We provide investment advisory services to institutional clients, as well as families and businesses that value thoughtful stewardship and long-term planning. Our client relationships are built around time horizons measured in years, not quarters.
We do not chase trends. We focus on asking the harder questions: What does this organization truly need? What risks may not be visible today but could become material over time? What structures are likely to support long‑term resilience?
Tierney Wealth was established to help clients explore these questions and to provide ongoing guidance as priorities and circumstances evolve.
Principles before products.
We believe effective wealth management is deliberate, thoughtful, and designed to support long‑term decision‑making across changing market environments. Our work begins not with products, but with principles.
We provide investment advisory services to institutional clients, as well as families and businesses that value thoughtful stewardship and long-term planning. Our client relationships are built around time horizons measured in years, not quarters.
We do not chase trends. We focus on asking the harder questions: What does this organization truly need? What risks may not be visible today but could become material over time? What structures are likely to support long‑term resilience?
Tierney Wealth was established to help clients explore these questions and to provide ongoing guidance as priorities and circumstances evolve.
Who We Work With
Institutional experience, personally delivered.
Union Wealth Planning
Labor & ERISA Advisory
Strategic financial planning, fiduciary support, and investment oversight for labor union benefit funds.
Pension Fund Advisory
Institutional Investment
Actuarial-aware investment strategies designed to support long-term pension fund obligations.
Endowment Investment
Mission-Aligned Capital
Long term capital management for foundations and endowments focused on mission sustainability.
Business Planning
Every Stage — Startup to Exit
Financial planning for business owners from early-stage strategy through growth, succession, and post-sale wealth management.
Holistic Wealth Planning
Integrated Wealth Strategy
Investment management, estate coordination, tax positioning, and philanthropy — planned together across generations.
HNW Concierge
Direct Advisor Access
Custom asset management and coordinated advisory services delivered directly by our advisors, with personalized portfolios and a high-touch approach.
Why Tierney Wealth
Three Reasons Our Clients Stay
We Speak Your Language — Not Just Finance
A union pension trustee navigating ERISA compliance faces different challenges than an endowment board focused on mission‑aligned objectives, or a business owner planning for succession. We’ve built experience across diverse planning environments, allowing us to engage efficiently with the unique considerations facing unions, endowments, businesses, and families — so conversations stay focused on decisions, not background explanations.
The Relationship You Want. The Depth You Need.
When you call Tierney Wealth, you reach an advisor — not a call center, not a junior associate, not a scheduling bot. Our firm is structured to give every client direct access to senior advisors who know your portfolio, your goals, and your history. That’s the boutique difference.
Your Interests Come First.
At Tierney Wealth, fiduciary responsibility is not a marketing slogan — it is a legal and ethical standard that governs our investment advisory services. We are committed to transparency around fees, conflicts of interest, and the way advice is delivered, so clients understand how recommendations are made and how their interests are considered.