Jack Phelps

Financial Advisor / Managing Director / Member Owner

80 William Street Suite 260 Wellesley, MA 02481

Jack has been involved in the financial services industry since 1989. He founded The Relaxing Retirement Coach, Inc. which joined with Savant in 2023. Prior to developing their coaching program, Jack spent five years as a registered representative with a national firm.

Jack earned a bachelor of arts degree in economics from Holy Cross College in Worcester, MA. He is the author of The Relaxing Retirement Formula: For the Confidence to Liberate What You’ve Saved and Start Living the Life You’ve Earned.

Jack and his wife Colleen live in Natick, MA and Chatham, MA. Their daughter Caroline graduated from Villanova and lives and works in New York City, and their son Michael attends Boston College. After many years traveling and watching Caroline and Michael’s sporting events, Jack and Colleen now enjoy spending their free time reading, boating, golfing, and traveling.

Education &

  • Holy Cross College, Worcester, MA
    Bachelor of Arts in Economics