Private Wealth Management

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Allison Montgomery Crate

CFP®, CIMA®, CRPC®, CDFA®, CPFA®

Vice President, Senior Wealth Manager

Allison passionately helps individuals, families and businesses identify and meet their goals and objectives through financial planning, risk management and investment management. She believes that integrity is paramount and that her client’s interests should always come first. Many of her clients have been successful accumulating wealth, but do not have the time or expertise to manage their finances. Allison enjoys keeping them on track, watching them meet their goals, as well as educating and working with the next generation.

Many of Allison’s clients are entrepreneurs. She is the oldest of four children and grew up watching her parents run several small businesses, while raising a family. She experienced first-hand the challenges and rewards of running a business, as well as other life transitions such as divorce and remarriage with blended family dynamics.

Allison enjoys working with business owners to design, implement and improve their retirement plans and create participant education not only to help participants to reach their goals, but to also attract and retain talent. A lifelong learner, Allison has plans to pursue the Accredited Investment Fiduciary® (AIF®).

Allison received her B.A. Business Management from Washington College in Chestertown, MD. She resides in Manchester-by-the-Sea with her husband and children. When she is not spending time with family and friends, Allison can be found playing golf, racquet sports or relaxing at the beach.

Designations and Licenses

CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Certified Investment Management Analyst® (CIMA®)
Chartered Retirement Planning CounselorSM (CRPC®)
Certified Divorce Financial Analyst® (CDFA®)
Certified Plan Fiduciary Advisor® (CPFA®)

Registrations

Member of the Financial Planning Association
Member of National Association of Plan Advisors
Member of the Institute for Divorce Financial Analysts

Forbes created and conducted the survey for the Forbes Best in State Wealth Advisors. Award nominees are identified by ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. The Forbes Best in State Wealth Advisors. Investment performance is not a criterion. In 2018, 25,732 candidates were considered for the award and more than 2,000 candidates received the award (approximately 8%). In 2019, 6,389 candidates were considered for the award and 250 candidates received the award (approximately 4%). In 2020, 32,000 candidates were considered for the award and more than 4,000 candidates received the award (approximately 13%). The recipient did not pay a fee to participate in the survey. The award may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the advisors’ clients. Receipt of the award is not indicative of future performance.

Financial Planning Magazine created and conducted the survey for Pro Bono Planner of the Year. The award is presented to a financial advisor who has made a leadership contribution to a nonprofit organization by arranging for the group to receive dedicated professional financial services, including pro bono advice and financial life skills.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a RIA or a RIA representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process); 4. Fulfilled firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. In 2021, 4,069 Boston wealth manager candidates were considered, of which 480 (12%) were named award recipients. 2020: 3,580 considered, 463 (13%) recognized; 2019: 3,619 considered, 566 (16%) recognized; 2018: 2,819 considered, 532 (19%) recognized; 2017: 2,467 considered, 623 (25%) recognized; 2016: 2,530 considered, 632 (26%) recognized; 2015: 3,542 considered, 801 (23%) recognized; 2014: 1,707 considered, 655 (38%) recognized; 2013: 2,362 considered, 713 (30%) recognized; 2012: 2,591 considered, 454 (17%) recognized.

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