Paul Mutch is a Relationship Manager and Senior Wealth Strategist at Windrose Advisors with over 25 years of experience providing integrated and comprehensive tax, fiduciary, and wealth planning services and advice to high-net-worth families and business owners.

Before joining Windrose Advisors in 2022, Paul was with the Private Wealth Management Group at First Republic Bank, the Wealth Advisory Services Group at Wilmington Trust, the Wealth Management Group at Vitale, Caturano & Company, and the Personal Financial Services Group at Ernst & Young, LLP. He has conducted numerous seminars and has lectured at CPA continuing professional education courses on a variety of tax and wealth planning topics.

Paul earned a Master of Laws in Taxation from Boston University, a Juris Doctor degree from the New England School of Law, and a bachelor’s degree in business administration, with a concentration in Accounting and a minor in Economics, from Salem State College. He is a member of the Massachusetts Bar Association and the Boston Estate Planning Council and holds the designations of Accredited Estate Planner, Chartered Financial Consultant, and Chartered Life Underwriter.