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YOUR FINANCIAL JOURNEY. OUR EXPERTISE.


A Partnership from the Start 

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.

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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