Who We Are
A Meaningful Focus on Your Wealth
Boston's Trusted Financial Agency
We take a planning-first approach for all of our clients. We understand that every person is unique, and so are their financial needs and aspirations. That’s why we invest the time and effort to meticulously assess the market conditions, your specific requirements, and your long-term goals.
Your Financial Journey
Our Expertise
Our Firm...
Our Clients...
Our Firm...
5 CERTIFIED FINANCIAL PLANNER® professionals
as of 3/31/2024
Our Clients...
An Experienced Team
With Greater Purpose
At Boston Wealth Strategies, we built our team with skilled professionals who possess the competency and compassion to assist you on your financial journey. We serve as your advocate and financial coach, guiding you every step of the way.
Meet Your TeamOur Philosophy and Process
Boston’s Trusted Financial Agency
We partner with you to create plan-based solutions to connect your financial goals with your values. Before crafting any wealth management recommendations, we meet with you to outline your needs, develop a comprehensive plan, and working to ensure your financial future is built on a solid foundation of thoughtful analysis and strategic planning.
Our Story Spans
Over Three Decades
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 to 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.
Welcoming new partners
2016
Dan Wagner joined the team, and together they leverage the expertise from their strategic alliances with tax and legal specialists to 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.