A New Chapter: Boston Wealth Strategies + SullivanKreiss Financial Have Merged!
Together, we’re building a 100-year firm—preserving the relationships you trust while expanding resources for generations to come.

Read Our Merger FAQs

Money Moves for High Earners in Technology

Date & Time: November 7th, 2024 - 09:00 AM

Event Type: online

Tailored for high earners, this webinar will help you optimize your financial strategy, maximize wealth potential, and manage taxes and equity compensation effectively.