FIVE STAR WEALTH MANAGER AWARD

At Boston Wealth Strategies, we purposely built our team with the skilled professionals who possess both 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... We take a planning-based approach, first and foremost. We want to help you fit all the puzzle pieces together to produce your optimal financial picture. That's why we start with a comprehensive plan before developing any wealth management recommendations... We are focused on helping clients across generations. We look forward to providing future generations of clients with the support and guidance they need to make sound decisions.

Primary location: Needham United States