Meet Hank Vincent, CFP®
Hank Vincent, CFP®, is a Wealth Management Advisor with Baystate Financial, providing comprehensive, tax-aware financial planning to high-achieving professionals and families in the states where he is licensed. He specializes in working with attorneys, executives, and business leaders who value thoughtful guidance, disciplined strategy, and a long-term approach to building wealth.
Hank helps clients organize their financial lives, make confident decisions, and align their resources with what matters most. Through Baystate Financial, he collaborates with a team of specialists in tax, estate, investment, and retirement planning to deliver sophisticated, well-coordinated strategies tailored to each client’s unique goals.
Based in Boston, Hank is a CERTIFIED FINANCIAL PLANNER™ professional known for his relationship-driven approach and commitment to providing clear, personalized guidance.
Who We Serve
Our clients are typically busy, high-earning professionals in law and technology. They’re focused on billing hours, closing deals, and performing at a high level. As their income grows, so does the complexity, whether that’s equity in their firm or company, real estate, or a rising tax burden. Most already have pieces in place. They’re looking for a clearer strategy and someone to help bring it all together.
Tax Strategy
A forward-looking approach to managing taxes across your financial life.
Career Planning
Guiding career decisions through a financial lens.
Wealth Management
Investing aligned with your broader financial and tax strategy.
Risk Management
Strategies designed to help protect your income, family, and long-term plan from what could go wrong.
Retirement Goal-Setting
Mapping the path from high income today to long-term financial independence.
Estate Strategy
Coordinating legacy, beneficiary, and estate planning decisions with your broader plan.