Contact

(800) 231 7414

128 School St, Walpole, MA 02081

From retirement planning and tax-aware charitable giving strategies to multi-generational wealth transfer considerations and specialized planning for executives and business owners, KAR provides comprehensive estate and financial planning for Walpole area residents seeking long-term guidance.

Learn more about our financial and estate planning service.

KAR’s investment management approach is rooted in a long-term focus on high-quality businesses and thoughtful risk management. Combined with access to opportunities across public and private markets, portfolios can be tailored to each client’s objectives, complexity, and risk considerations.

Learn more about our investment management service.

For high-net-worth clients in Walpole, KAR provides proactive, year-round tax planning services across investments, estate structures, and charitable giving. Our approach helps clients identify opportunities for greater tax efficiency and coordinate tax considerations across multiple aspects of their financial lives.

Learn more about our tax planning and preparation service.

KAR’s Walpole wealth advisors provide planning for business owners and for clients with equity compensation and other concentrated wealth. This includes guidance around succession planning, liquidity events, diversification strategies, and concentrated positions, all evaluated as part of a client’s broader financial plan.

Learn more about our appreciated securities, business interest, and equity compensation planning service.

KAR’s insurance planning and risk management guidance is part of our wealth management and financial planning services, helping clients address risks that could affect their financial plans and family wealth.

Learn more about our insurance and risk management service.

KAR’s institutional consulting services help endowments, foundations, and public entities in Walpole align investment strategies with their missions. As a fiduciary partner, we support governance, strategic asset allocation, investment strategy, and oversee manager selection, helping organizations make informed investment decisions over time.

Learn more about our institutional consulting services.

Meet with a wealth advisor in Walpole for a conversation focused on your financial priorities, family considerations, and the decisions ahead. We offer the flexibility to meet in person at our Walpole office or virtually. Call us or complete the form here to begin the conversation.

For more than 40 years, KAR has remained grounded in its founding principles, including a focus on capital preservation, thoughtful and disciplined research, and an emphasis on quality in both business practices and investment strategies. Those principles continue to shape how we work with clients and manage wealth across generations. The firm’s consistent approach has earned recognition as a Barron’s Top 10 Independent Advisor for 13 consecutive years, including five years ranked No. 1, and a Forbes Top RIA firm for four straight years.

Explore KAR’s Roots.

Your Wealth Advisory Team*

I rode a 2-day, 200-mile bike ride to benefit cancer research.

Kevin O’Regan, CFP®, CIMA®

Senior Wealth Advisor

I'm a firefighter with the Lovell Volunteer Fire Department.

Chris Brady

Managing Director, Business Development Officer

Other professionals you can reach out to*

Clark A. McMahon, CFP®

Wealth Advisor

Thomas Pontius, CFP®

Director, Financial Planning

Andrew P. Grant

Director of Manager Research and Investment Solutions

*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

The 2026 “Top RIA Firm” ranking was given by Financial Advisor Magazine in July 2026 and covers the year 2025. KAR has not paid fees to Financial Advisor Magazine to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “400 Advisors to Watch under $1B” ranking was given by AdvisorHub in June 2026 and covers the year 2026. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2026 “5-Star Wealth Management Team” award was given by InvestmentNews in May 2026 and covers the year 2026. KAR has not paid fees to InvestmentNews to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the award.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Top RIA Firms” ranking was given by Forbes in October 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Top 100 Independent Advisors” ranking was given by Barron’s in September 2025 and covers the year 2025. KAR has not paid fees to Barron’s to obtain or participate in the ranking. The firm has paid a fee for a license to reprint and market the results of the ranking.

The 2025 “Top RIA Firm” ranking was given by Financial Advisor Magazine in July 2025 and covers the year 2024. KAR has not paid fees to Financial Advisor Magazine to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “100 Next Gen Advisors to Watch” ranking was given by AdvisorHub in June 2025 and covers the year 2025. KAR has not paid fees to AdvisorHub to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking and also purchased a plaque for the recipients.

The 2025 “5-Star Wealth Management Team” recognition was given by InvestmentNews in February 2025 and covers the year 2025. KAR has not paid fees to InvestmentNews to obtain or participate in the award. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2024 “Top RIA Firms” ranking was given by Forbes in October 2024 and covers the year 2024. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2024 “Top 100 Independent Advisors” ranking was given by Barron’s in September 2024 and covers the year 2024. KAR has not paid fees to Barron’s to obtain or participate in the ranking. The firm has paid a fee for a license to reprint and market the results of the ranking.

The 2024 “Survey and Ranking” ranking was given by Financial Advisor Magazine in July 2024 and covers the year 2024. KAR has not paid fees to Financial Advisor Magazine to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2024 “Largest Money Management Firm” recognition was given by the LA Business Journal in March 2024 and covers the year 2024. KAR has not paid fees to the the LA Business Journal to obtain or participate in the ranking and has not paid fees to re-license or market the ranking.

Walpole

Walpole Wealth Advisors Awards