Who We Are
A Personal Focus
on Your Financial Journey
At Boston Wealth Strategies, we understand that your financial life is as unique as you are. That’s why we take the time to get to know you—your needs, aspirations, and the bigger picture of your life. Our planning-first approach ensures that every step we take together is aligned with what truly matters to you.
Your Financial Journey
Our Expertise
Our Firm...
Our Clients...
Our Firm...
5 CERTIFIED FINANCIAL PLANNER® professionals
as of 3/31/2024
Our Clients...
A Team That Cares
About Your Success
Our team isn’t just experienced—we’re dedicated to helping you achieve what’s important to you. At Boston Wealth Strategies, we’re more than just financial professionals; we’re your advocates and coaches, guiding you along your journey with care and expertise, so you always feel supported.
Meet Your TeamOur Philosophy
Your Goals, Your Values
Before we make any recommendations, we work with you to develop a strategy that reflects your goals and values. Together, we create a plan that is built on thoughtful analysis and clear steps, ensuring that your financial future rests on a foundation of careful consideration and intentional action.
A Legacy
of Trust
Where it began
1998
Greg Pinto and Pat Hinton met as financial advisors and shared a passion for providing a level of service that went beyond the holistic-based planning.
The team grows
2013
Boston Wealth Strategies was formed and grew to include relationship managers and a practice manager, dedicated to enhancing the client experience.
Diversify service offerings
2016
Boston Wealth Strategies added retirement plan offerings and made strategic alliances with tax and legal specialists to better support their clients.
Looking ahead
2024
Boston Wealth Strategies continues to help clients and families by guiding them to make prudent financial choices now, and for generations to come.