Kerry Castonguay

Mr. Castonguay leverages his knowledge and 19 years of experience as a financial advisor to provide competent and thoughtful advice to investors. His ability to frame complex concepts in terms that are understandable helps his clients feel confident with their investment decisions.

Services include:

• Individual and Employer Retirement Savings Plans
• Tax-managed Investment Strategies
• Personal and Business Financial Planning
• Estate Transfer Plans
• Through Socially Responsible Investing (SRI), Kerry helps investors structure investments that consider environmental, social and governance criteria, aligning investments with investor values.

As a provider of SRI investment strategies, Kerry was interviewed by CNBC: You can have it all: Investing in ways that make you feel good.

Kerry holds Accredited Wealth Management Advisor® and Chartered Retirement Planning Counselor® designations from the College for Financial Planning. He is also holds Series 7, Series 24 General Securities Principal and a Series 66 Registered Investment Advisor Representative FINRA licenses. Prior to joining Axiom Wealth Partners, Kerry was a Partner at Chestnut Hill Wealth Management Group, Branch Manager at LPL Financial and a Registered Rep/Registered Investment Advisor Rep at Ameriprise Financial.

Kerry resides in Leominster, MA and served as an advisor to the Leominster Small Business Association, a member and former president of the Montachusett Retirement and Estate Planning Council, and on the board of directors and finance committee for the Worcester County Food Bank. In his spare time, Kerry enjoys playing, collecting and trading vintage guitars.