Broker Check

Team Biographies

With nearly 30 years of experience, our professional team of financial advisors, along with our client relationship managers, can provide you with the expertise and guidance necessary to manage your financial strategy and help you achieve your life’s goals.

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

Partner, Financial Planner

781-431-3010

gpinto@bostonwealthstrategies.com

Greg provides innovative investment management, generational planning and wealth transfer solutions through a comprehensive and coordinated approach for clients. This is a focused service for high”net worth individuals,...

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

Partner, Financial Planner

781-431-3010

phinton@bostonwealthstrategies.com

Placing his clients' interest first has been the cornerstone of Pat's work, for 20 years, as a financial planner. He understands that each client has a unique set of goals and challenges, and by following a process-driven approach to...

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Daniel M. Wagner, AIF®

Partner, Retirement Plan Specialist

781-431-3010

dwagner@bostonwealthstrategies.com

Dan has been an active member in the financial services industry since 1987. He assists in the structure and design of our retirement plans for our corporate clients. He also manages and maintains education, trustee and enrollment...

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Daniel C. Matson

Financial Advisor

617-239-8063

dmatson@bostonwealthstrategies.com

Dan joins our team, with 6 years of investment advisory experience. Dan started his career at John Hancock, working as an internal wholesaler and has been with the Baystate family for almost 3 years. We welcome Dan to our team as a...

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Jack Heintzelman

Financial Advisor

781-239-2082

jheintzelman@bostonwealthstrategies.com

Jack joins our team full time as a paraplanner, after interning with us for the duration of 2018 as a financial services intern. He proved to be a wonderful asset to our team and was very well suited to enter his new role as a...

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Azadeh “Ozzie” Ward

Practice Manager

781-239-2069

award@bostonwealthstrategies.com

Ozzie is our team's Practice Manager working to ensure that all responsibilities of our staff is met. She is also responsible in partnering with the advisors in the continued development, support and growth of our practice. Ozzie also...

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Stacey Roberts

Client Relationship Manager

781-239-2074

sroberts@bostonwealthstrategies.com

Stacey is one of our team’s relationship managers, working with an assigned group of clients to ensure all their needs are met. She assists clients with account establishment, all service needs, requests for funds, changes to...

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Daniel Berman

Client Relationship Manager

781-239-2009

dberman@bostonwealthstrategies.com

Dan is the newest member to our team, joining us early in 2018 with 13 years of experience in day to day operations pertaining to the transfer of assets department with Commonwealth Financial Network. He followed his tenure at...

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John Killeen

Retirement Relationship Manager

781-239-2011

jkilleen@bostonwealthstrategies.com

John joined our team in June of 2019, with 20 years of experience from Fidelity Investments. John's extensive experience was in the retirement area as a Relationship Manager. He worked directly with 401(k) retirement clients and their...

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