Working With Us
Building Your Customized Strategy
A Comprehensive Approach
To Wealth Management
At Boston Wealth Strategies, we offer a distinctive approach to wealth management, providing professional guidance for individuals, families, and businesses. Our seasoned advisors, with decades of experience and strong partnerships in accounting and legal fields, craft comprehensive strategies to address your personal or business needs. Whether you’re planning for your personal financial goals, exploring customized investment strategies, or enhancing your company retirement plans, our dedicated team will support your diverse needs. We are committed to helping you navigate your unique journey using our knowledge and strategies to give you financial clarity and confidence.
The BWS Process
Taking You From A - Z
Financial plans should be customized for your unique needs, goals, and situation. Our advisors follow a comprehensive five step process to develop effective financial plans, supporting you from the initial consultation through ongoing monitoring.
Over 30 Years of Experience
A Team Dedicated to You
We support our clients throughout their lifetime, along with their heirs and future generations. Alongside your lead advisor is a team of professionals and service members, all up to speed on your needs and preferences.
Meet Your Team