Wealth management and financial planning; for individuals and businesses.

We have the client — and only the client — in mind.

Mission Statement

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual needs.


We don't belive that you should always buy and hold investments. Sometimes it's best to avoid the market and the risk associated with the equity or bond market. Using a combination of strategies and formulas we feel that we can help navigate our clients through the peaks and valleys that come with investing.


We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.


At Benson Wealth Management, we have the client-- and only the client-- in mind.

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Meet the Team

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Barrett O. Benson

Wealth Manager, President

Gio
Reed

Operations
Manager

Ashley Benson

Special Projects & Media Manager

Erin T. Fontana - Attorney at Law

Erin T. Fontana is an empathetic and experienced Attorney at Law whose passion lies in helping individuals and families navigate the complexities of planning for the future. With a background in Business and Bankruptcy Restructuring, Erin discovered her true calling in guiding clients through life's tough legal discussions. Her commitment to client well-being is evident in her belief that she is always just a call away for any question or concern. Erin's dedication extends beyond her legal expertise, as she actively participates in community organizations. With seven years of experience at Warren & Fontana, LLC, Erin's journey reflects her swift ascent to partner status, showcasing her comprehensive and personalized approach to legal services. Erin Fontana is not just an attorney; she is a trusted advocate and resource for those seeking guidance in securing a thoughtful and secure future for their loved ones.

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Professional Development

Education

Graduated magna cum laude from Washington and Lee University with a dual degree in Economics and Romance Languages. Earned her Juris Doctorate from Boston College Law School, graduating summa cum laude while acting as a Senior Editor of the Boston College Law Review.

Experience

Erin has practiced estate planning, probate administration, long-term care planning and residential real estate for the past 7 years. She clerked for the Honorable Peter J. Walsh Chief Judge of the United States Bankruptcy Court for the District of Delaware. And was an Associate in the Bankruptcy and Business Restructuring Group of Ropes & Gray, LLP.

Community

Erin is an active participant in the Medfield Community and has spent numerous years serving on the Executive Boards of the New ‘N Towne Club of Medfield, Inc., the Ralph Wheelock and Dale Street School PTOs, and the Medfield Coalition for Pubic Education.

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

— Robert Kiyosaki

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