Max Rater

Max Rater, MBA, ChFC® Wealth Management Professional I am a wealth management professional with over a decade of experience helping individuals and families make smarter financial decisions and build long-term wealth.

My background spans financial advisory, retirement planning, and client relationship management, where I have worked closely with high-net-worth clients to navigate complex financial situations with clarity and confidence. I earned my MBA from Boston University’s Questrom School of Business and hold the Chartered Financial Consultant® (ChFC®) designation. I have also successfully passed the CFP® Certification Examination, further strengthening my foundation in comprehensive financial planning, investment management, tax strategy, and estate planning. Throughout my career, I have been recognized as a top performer, consistently helping clients grow and protect their assets through disciplined investment strategies and personalized planning. I take a holistic approach—integrating portfolio management, financial planning, and risk management—to ensure every recommendation aligns with each client’s unique goals. My philosophy is simple: build long-term relationships based on trust, transparency, and results. Whether you are planning for retirement, managing a concentrated position, or looking to optimize your overall financial picture, I focus on delivering tailored strategies designed to help you achieve financial independence and peace of mind. Outside of work, I am passionate about health, endurance athletics, and philanthropy. I have completed the Boston Marathon and continue to support charitable organizations through endurance events and community involvement. I work with clients who value a thoughtful, strategic approach to wealth—combining institutional-level insights with personalized advice.