Berkshires Mass
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Meet Our Team

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Maura Griffin, CFP®, MBA
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Matt Carey, CFP®, MBA
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Kim Creque
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About Us

At Apella Wealth's Great Barrington office in the southern Berkshires, we help clients bring order and peace of mind to their financial lives. Our team specializes in life's biggest transitions: divorce, the loss of a spouse or parent, retirement, and career change. In those moments, decisions feel heavy and the details pile up fast. We help you sort through them one step at a time, and we explain the reasoning behind every recommendation.

Each relationship is grounded in fiduciary responsibility and evidence-based investing. Our approach is disciplined yet personal, combining the resources of a national, employee-owned firm with the attention of a local team. The same advisors work here and in our Manhattan office at Hudson Yards.

 

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Who We Serve

The Great Barrington team provides fiduciary advice and financial life planning for:

  • Women in Transition — Guidance after divorce, the loss of a spouse or parent, or a career change, so a settlement or inheritance can support you for life.
  • Couples — Planning for couples at every stage, from newly combined finances to partners who have been together for decades.
  • Retirees and Pre-Retirees — Sustainable withdrawal strategies, Social Security timing, and a reliable paycheck from your investments.
  • Families Planning for Education and Legacy — College funding, estate coordination, and charitable giving that reflect your values.
  • Nonprofit Organizations — Investment guidance for endowments, aligned with each organization's mission and spending needs.
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Our Services

Our team provides comprehensive planning and investment services across all stages of life.

  • Investment Management — Diversified, low-cost portfolios built around your goals, timeframe, and tolerance for risk.
  • Retirement & Income Planning — When you can retire, how much you can spend, and how to turn your savings into a sustainable paycheck.
  • Planning for Life Transitions — Clear next steps after divorce, the loss of a loved one, or a sudden change in income or assets.
  • Tax-Aware Planning — Coordinating with your accountant so investment decisions reflect what you keep, not just what you earn.
  • Estate & Risk Planning — Guidance on wills, trusts, and insurance coverage to protect your family and your legacy.
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Why Choose Us

Choosing the right financial partner is one of the most important decisions you'll ever make. Here's what you can expect when working with Apella Wealth:

  • Fiduciary duty to put your interests first
  • A team that specializes in the financial side of life's biggest transitions
  • Disciplined, evidence-based investing, backed by the resources of a national firm
  • Long-term partnerships built on education, transparency, and trust


At Apella Wealth, the focus is always on you — your goals, your vision, and your financial future.

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Contact Us

We'd be glad to start a conversation. Connect with us online here.