The Boston Wealth Team

Rely on Our First-Hand Knowledge

Meet the dedicated team at Boston Wealth Strategies, carefully cultivated to bring together a compassionate, highly skilled, and seasoned group of financial professionals. Our mission is to provide unwavering support for your financial needs and assist you in realizing your dreams.

Meet Our Team

Of Partners and Advisors

Boston Wealth Team - Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA

Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA

Senior Partner
Boston Wealth Team - Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Senior Partner
Boston Wealth Team - Daniel M. Wagner, AIF®, CRPS®, CPFA

Daniel M. Wagner, AIF®, CRPS®, CPFA

Senior Partner
Boston Wealth Team - Ethan Smith

Ethan Smith

Chief Operating Officer
Boston Wealth Team - Jason Edinger, CFA®

Jason Edinger, CFA®

Chief Investment Officer
Boston Wealth Team - Coley O'Donnell, CFP®, ChFC®, CLU®

Coley O'Donnell, CFP®, ChFC®, CLU®

Financial Planner
Boston Wealth Team - Jack Heintzelman, CFP®, CPWA®

Jack Heintzelman, CFP®, CPWA®

Financial Planner
Boston Wealth Team - Valerie McClendon, CPFA, AIF®

Valerie McClendon, CPFA, AIF®

Financial Advisor
Boston Wealth Team - Caroline Knights, CFP®

Caroline Knights, CFP®

Director of Financial Planning Services
Boston Wealth Team - Azadeh “Ozzie” Ward

Azadeh “Ozzie” Ward

Director of Client Services and Operations
Boston Wealth Team - Daniel Berman

Daniel Berman

Senior Client Service Associate
Boston Wealth Team - David Valley

David Valley

Client Service Associate
Boston Wealth Team - John Killeen, CRPS®

John Killeen, CRPS®

Retirement Plan Relationship Manager
Boston Wealth Team - Sophie Barrow, CPFA

Sophie Barrow, CPFA

Corporate Services Relationship Manager
Boston Wealth Team - Grace Sun, CFP®

Grace Sun, CFP®

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