Financial Solutions
For Individuals & Businesses
Working with individuals, families, and businesses, we offer a holistic approach using a variety of sound strategies to guide you to reach your financial, investment, and insurance goals. Our team is here to help you navigate an ever-changing financial world.
Your Financial Journey
Paired With Our Expertise
We are focused on helping clients across generations. Often, our team of advisors is the first call our clients make when facing a significant life change. They look to us for continuity and guidance to help keep them on track. Our Boston Wealth five step process is designed to help your financial wealth and security for years to come.
Planning
With Greater Purpose
Working with individuals, families, and businesses, we offer a holistic approach using a variety of sound strategies to guide you to reach your financial, investment, and insurance goals. Our team is here to help you navigate an ever-changing financial world.
Meet Your TeamEducational Resources
Our team is committed to providing you with the resources and tools needed to make confident decisions in your journey.
Attend a live workshop online to learn about various wealth planning opportunities or explore our online resource center with market insights, financial calculators, and other articles.
Upcoming Events
Stay Up To Date
CIO Insights, Market News & Community Support
05 Feb 2024
CIO Insights
Pieces of the Pie: Asset Allocation 101
Asset allocation. An idiom as conventional to the investment management industry as “block and tackle” is to sports and “keep it simple” is to mana...
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Awards &
Recognitions
Thank you to all our team members and clients who make our growth possible!
2023 Inc. 5000
We have been recognized as one of the fastest growing private companies from Inc. 5000 for 2023. We are not only proud, but also thankful, for this amazing recognition. Thank you to all our team members and clients who make our growth possible!
https://www.inc.com/inc5000/2023
2023 Inc. 5000. Created by Inc. This award is based on percentage revenue growth from 2019 to 2022 and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
2023 Five Star Wealth Manager Award
2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/2023 based on data gathered within 12 months preceding the issue date. 3,923 advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com
In The Press
As seen in
" Wealth managers tend to focus on high net worth clients. But in the future, there may be more opportunity in pursuing a different kind of investor. "
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" Gen Z investors seek advice from friends and family more than from planners "
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" Saving for retirement is a challenging task. You’re funding your future while paying for your present. "
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" Jack Heintzelman, a financial planner at Boston Wealth Strategies, also emphasized that being organized could help those interested in improving their credit score. "
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" While a lot of athletes do excellent work in their communities, it’s refreshing to hear someone talk about making long-term improvements, said Jack Heintzelman. "
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" Jack Heintzelman, financial planner at Boston Wealth Strategies, obtained his CFP to understand the basics and build his financial advisory business. "
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" “Cash is finally back,” said Jack Heintzelman, financial planner at Boston Wealth Strategies. "
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" So what does that mean for financial advisors whose clients are interested in venture capital and seek to invest in a company before its shares hit the big board? "
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" Some financial advisors discovered their calling early in life, while others found their passion in more serendipitous ways. "
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" Jack Heintzelman, financial planner at Boston Wealth Strategies, attributes the risk aversion to having “so much turmoil and challenge in this market.” "
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" "HSAs are very underutilized," said Jack Heintzelman, a financial adviser in Needham Heights, Massachusetts. "If you have a high-deductible health plan, you have to be using these." "
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" CFP Jack Heintzelman, ... says plan participants should consider the allocation of the rest of their 401(k) assets since the match is going into a highly conservative investment. "
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" It’s the sort of quandary Jack Heintzelman, a financial planner at Boston Wealth Strategies, says he often gets from clients at two points: when markets are up and when the year is almost over. "
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" As 2023 draws to a close, some clients will be looking forward to receiving a year-end bonus. "
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" Money market and high-yield savings accounts are good, but more so for short-term goals, and of course while the interest rates are so high. "
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" We asked advisors to share what their top advice would be for a client who’s been laid off, and/or what they do to help such clients. "
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" Many financial advisory practices suffer from key person risk. They become too dependent on one person’s knowledge, reputation and client relationships, and the loss of that individual poses a major threat to the practice. "
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