WORLD INVESTMENT ADVISORS

Boston Harbor Wealth Advisors is an independent financial advisory practice specializing in financial planning and investment management. Our mission is to help you and your clients achieve financial independence on your terms. Boston Harbor was founded in 2015 as a five-person team managing approximately $100 million. Since then, we have grown to managing $3 billion with offices throughout the Northeast. Our team is comprised of financial advisors, client service professionals and operations specialists including a senior investment strategist, compliance officer, and a CPA... In our industry, most firms are offering advisors one of two things: independence and autonomy or tools and resources. What if you could have the best of both worlds? Meaning, the control and flexibility to run and own your business and work with clients your way, while leveraging a platform of industry-leading tools, technology, and resources that help you provide a comprehensive client experience. Our goal is..

Also known as: World Investment Advisors, LLC

Primary location: Westborough United States