Professional

Thomas Mitchell is CEO & Founder of Sconset Wealth Management, with Northwestern Mutual, Boston. Mr. Mitchell has over 25 years of experience in financial planning, he has been with NM for his entire career. Mr. Mitchell and his team focus on four main areas of planning including; accumulation planning, retirement planning, estate planning, and insurance planning for high income and high net worth families. Financial Planning is the keystone for everything we do, the process is dynamic and never ending. For this reason, our work never ends, the process of financial planning is a lifelong pursuit. As Wealth Management Advisor, Tom and his team rely on detailed data gathering, rigorous analysis, and the use of research and evidence-based solutions in the pursuit of planning excellence. Tom has conducted over 18,000 financial planning meetings over his career and brigs value by providing foresight by others hindsight.

Mr. Mitchell is one of the highest credentialed people in his field and holds numerous advanced financial designations including; CFP® (certified financial planner), (CLU®), (chartered life underwriter), (ChFC®),  (chartered financial consultant),RICP®, (retirement income certified professional), (CASL®) (chartered advisor for senior living), CLTC (certified long-term care).  Tom is a lifetime learner and is always abreast of the latest research to serve his clients with well-rounded, unbiased body of knowledge, relevant to wealth management and retirement distribution planning.

Mr. Mitchell has won numerous awards recognizing his achievements both within the industry and within Northwestern Mutual. Mr. Mitchell currently sits on the Board of Directors for The Boston YMCA and formerly with The Boston Estate Planning Council. 

Mr. Mitchell lives in downtown Boston with his wife Sarah, daughter Mackenzie, and his son Jax.

Associations and Memberships

  • Boston Estate Planning Council
  • National Association of Insurance and Financial Advisors
  • Member Board of Directors, YMCA of Greater Boston

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 1998, 2000-2007

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2008-2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1998-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1998, 2008-2009

Award recognizing performance

Thomas W Mitchell, CFP®, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor


Sconset Wealth Management

 

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