Anthony M Woeltz

Managing Director, Private Client Advisor

Professional Profile

Anthony Woeltz is a Managing Director and Private Client Advisor at U.S. Trust since 1991. Based in Boston, Anthony has over 25 years of combined wealth, credit and investment management experience.  He and his team of professionals are responsible for building deep and lasting relationships with high net worth individuals and families and delivering comprehensive and sophisticated financial and estate planning strategies.

From cash management and structured credit to investment management strategies, trust administration and planning, Anthony’s team draws on a deep well of knowledge to holistically provide strategies that go beyond balance sheets, income statements and current tax considerations.

With a coordinated approach, Anthony and his team provide clients with access to a broad range of structured credit services; from cash flow loans, aircraft and yacht finance; to commercial and residential real estate financing for individual investment.  Anthony utilizes Bank of America’s and U.S. Trust’s extensive due diligence and manager selection practices when advising clients on asset management. Alternative Assets, Farm and Timber management as well as philanthropic solutions are also core capabilities of the team.

Anthony earned his BA from Kenyon College.  In addition, he graduated from BankBoston’s Loan Officer Development Program in 1983.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and is a member of the Boston Estate Planning Council. 

Note: Anthony does not provide tax advice in his role at U.S. Trust.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Patrick J. Carlucci

Private Client Manager

617.434.2294

Key Contacts

Shane J Petruzello

617.434.8763

Angie K Isaza Loaiza

617.434.1887

Mark P Pelletier

617.434.5207

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.