Investing in Your Future
Together
At Boston Wealth Strategies, we understand that financial well-being goes beyond just your investments. It's about feeling secure and confident as you pursue your life’s goals. Our services are designed to take care of the bigger picture, giving you the freedom to focus on what matters most to you.
Supporting Your Financial Life
in Every Way
Caring for Your Investments, Tailored to You
Your financial needs are unique, and so is the way we handle your investments. Our approach is tailored to fit your life, incorporating various types of assets to ensure your investments are working effectively for you.
Helping You Keep More of What You’ve Earned
Taxes can feel complicated, but we’re here to simplify it. By focusing on tax-smart strategies, we help you grow your investments while minimizing unnecessary burdens, so you can retain more of what you’ve worked hard to achieve.
Protecting What Matters Most
Planning for the future means ensuring your loved ones are cared for. We partner with experts to help you safeguard your assets and ensure they’re passed on according to your wishes, so your legacy is protected for years to come.
Clear Guidance at Every Step
Whether you're saving for your next big goal, your family’s future, or long-term growth, we offer solutions that provide clarity and help you make informed decisions about your financial path.
Step by Step Process
Right Fit Meeting
About You, About Us, Our Tools, Our Process
Discovery
Past Experience, Personal Goals, Risk Tolerance, Time Horizon
Analysis and Proposal
Existing Strategy, Investment Philosophy, Investment Design, Proposed Strategy
Engagement
Onboarding, Investor Portal Access, Funding & Transfer, Portfolio Rebalance
Annual Review
Portfolio Management, Team Support, Quarterly Newsletters, Market Commentary, Client Events
Commonwealth Financial Network© and Boston Wealth Strategies do not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Building Strength
Through Diversity
We believe that a well-rounded approach is key to managing risks and growing your wealth over time. By blending different investment opportunities, we help you build a stronger, more resilient portfolio for the future you envision.
Get In TouchInvestment Management Resources
Insights, News & Education
04 Oct 2024
CIO Insights
Rate Cuts Engaged
Financial markets defied typical September weakness – often the worst-performing period of the year – to conclude a winning month and quarter. The ...
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13 Sep 2024
CIO Insights
Signals Sent
After hitting all-time highs in July, cracks began to appear during the month of August. The unofficial last summer month began with a ferocious se...
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20 Aug 2024
CIO Insights
The Great Rotation
Like Independence Day fireworks, equity markets popped off in July, with the S&P500 notching its 10th consecutive monthly gain and tagging its ...
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07 Jul 2024
CIO Insights
Halftime!
Posted by Jason Edinger on Tue, 07/02/2024 – 11:22 First Half Highlights Tempus fugit. An apt Latin reminder that time is fleeting. With the ...
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