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.

Your Financial Journey Starts Here

A Plan Built for Your Goals

At Boston Wealth, we’re committed to helping you achieve your financial goals with a plan that’s tailored to your unique needs. Complete our brief questionnaire to share your priorities, and our team will guide you every step of the way toward financial clarity and confidence. Let’s build your future together.