Back to All People

Client Advisory

Biography

Tom is a Partner in the Boston office and a member of the Wealth Management practice. He is focused on helping guide each client on their financial journey by establishing personal goals and providing comprehensive guidance. 

Prior to joining Cerity Partners, Tom was a partner and senior wealth advisor of Prio Wealth for over 23 years before joining the firm in January 2025. Before joining Prio Wealth, Tom worked as an investment manager for Fleet Investment Advisors and as a senior municipal analyst with Federated Investors. He has obtained the Chartered Financial Analyst© and Certified Financial Planner© professional designations. 

When Tom is not assisting clients, he enjoys sailing, golf, and squash in Boston and Little Compton, RI. 

Education

  • B.S. Mathematics, St. Lawrence University 
  • B.S. Mechanical Engineering, Columbia University 
  • MSIA, Carnegie Mellon University 

Highlights

  • Board Member, Vice Chairman, Carleton Willard Village, Bedford, MA 
  • Board Member, Swan Point Cemetery, Providence, RI 

Request an Introduction to Tom Woodhouse 

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to an Expert Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary
30-minute discovery call.

Complete this form to schedule:

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Individuals and Families

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Estate Planning

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

Learn about our Privacy Policy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.