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Gary Savage, CFP®, CPA

Gary Savage, CFP®, CPA

Principal,
Financial Advisor

  • Winchester, MA
  • A Man Called Ove by Frederik Backman | The Shawshank Redemption
  • Winston Churchill, Oprah Winfrey, Warren Buffet, and Tom Brady
  • “To whom much is given, much is required.”
  • Honesty, determination, humor, and humility

Financial Advisors

Gary Savage is a wealth management financial advisor based in Boston, MA.

CAPTRUST welcomed Gary in 2021. As a principal and financial advisor, he works with families to develop customized investment management plans and helps them integrate their plan with their broader wealth management goals. Gary hails from a large family and leverages his personal experience in helping his clients manage complicated family dynamics. As a 28-year financial planning industry veteran, he is often called upon to serve as trustee for his clients, utilizing his family navigation and wealth transfer strategy skills.

Gary joined CAPTRUST from RINET Company—a fee-only wealth management firm—where he was a shareholder and served as managing director and chief compliance officer. He also led the firm’s wealth planning group and was a member of the investment committee. Prior to joining RINET, Gary worked for a Boston-based regional accounting firm focusing on tax planning and consulting for high-net-worth clients. He earned a Bachelor of Science degree in accountancy from Stonehill College and a Master of Science degree in taxation from Bentley College. He is a Certified Financial Planner and a Certified Public Accountant.

Community outreach is also important to Gary. He is a former board member and president of the Greater New England Chapter of the Juvenile Diabetes Research Foundation. He lives in Winchester, Massachusetts, with his wife, Kim, and their three children. He is active in numerous Winchester youth sports and the Winchester Sports Foundation. Gary enjoys golfing, hiking, and watching his children’s sporting events.

Education

  • Bachelor of Science in accountancy – Stonehill College
  • Master of Science in taxation – Bentley College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant

Awards & Recognition

  • Five Star Wealth Manager Award | 2019, 2020, 2021
  • Boston Business Journal’s 40 under 40 award | 2006
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