At Boston Wealth Strategies, we think differently about the value of financial advice. We believe the circumstances that represents your feelings and perceptions about wealth (such as income level, family values or life stage) can have an important impact on your financial frame-of-mind. Unlike most financial firms who deliver advice merely based on financial data, we consider your emotions, values and life ambitions just as much a part of the process.
Strategies to help you manage your entire financial picture.
Comprehensive Financial PlanningCustomized Investment SolutionsRetirement Planning Estate & Protection Planning Legacy & Succession PlanningCollege Savings & Tuition Plans
Comprehensive business planning for your company and employees.
Customized 401(k) Plans & BenchmarkingProfit Sharing PlansCash Balance Plans with Defined ContributionsBusiness & Corporate Financial PlanningGroup Insurance & Executive Benefits
9 Facts About Retirement
A Cheat Sheet for Sending Your Kid to College
Choosing a Retirement Plan that Fits Your Business