Investment Management
Comprehensive Investment Planning Services
At Boston Wealth Strategies, we take a comprehensive approach to investment management. We understand that your financial well-being extends far beyond just your investments. That’s why we offer a suite of services designed to oversee all the financial aspects of your life, ensuring that your investments are managed strategically and efficiently.
Comprehensive Services
For a Diversified Portfolio
Asset Management
Knowledgeable financial advisors manage your assets with precision and care. We offer a tailored approach to asset management, encompassing equity, fixed income, alternative investments, and global portfolios.
Tax Planning
Minimizing tax burdens is a critical component to growing your investments. Our team helps navigate complex tax regulations and develop tax-efficient strategies with the goal of minimizing liabilities, maximizing deductions, and ensuring compliance.
Estate Planning
Preserving your legacy for generations starts with estate planning. We work with estate planning professionals to help you create a comprehensive estate plan that is designed to protect your assets which can include wills and trusts, gifting strategies, and investment transfer plans.
Managed Investing Solutions
Whether you’re planning for retirement, education expenses, or long-term investment accumulation, our solutions optimize your investments and provide financial clarity.
Step by Step Process
Right Fit
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.
Specialized Offerings
Diversification Is Key
Managing risk and achieving long-term financial success starts with diversification. We look to use various investment opportunities paired with traditional asset classes, to help further diversify your portfolio and potentially enhance returns.
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