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BWM in the News

5 July 2017
Boston Wealth Management, LLC Receives 2017 Best of Wayland Award

Boston Wealth Management, LLC has been selected for the 2017 Best of Wayland Award in the Financial Advisory Services category by the Wayland Award Program.
Each year, the Wayland Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our [...]

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2 June 2016
Experts Teach Money Management

Students benefited last week from hearing about responsible financial planning from two outside experts.
Aaron Spelker, a financial analyst at Boston Wealth Management, spent four days in Ted Barker-Hook’s AP Microeconomics class. “The most important thing is to realize that your money management starts right away,” he said. Saving for retirement should start as early as possible, he says, and students should avoid turning 40 or 50 without any money saved.
“Mr. Spelker got me thinking about how I have to be more prudent with [...]

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10 Nov 2016
Congressman-elect John Faso, economic outlook, Bob Bellafiore and Steve Greenberg, Bruce Gyory

Congressman-elect John Faso (R) won the race for the 19th Congressional District. He joined Susan Arbetter today.
What does President-elect Trump’s victory mean for the economic outlook of the nation? Aaron Spelker, CFA, the Director of Qualified Plans at Boston Wealth Management and regular contributor to the Huffington Post, provided analysis. [...]

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9 Feb 2015 
Two Massachusetts Firms Announce Merger

A partnership between Boston Wealth Management (BWM) and Marathon Retirement & Pension Consulting (Marathon RPC) brings joint assets to more than $500 million. 
The Massachusetts-based independent wealth advisory firms say the merger will result in improved services for small- and mid-sized retirement plans. The partnership will operate under the Boston Wealth Management brand, providing investment advice to pension plans, 401(k) plans and high-net-worth individuals.The deal brings together two industry professionals to [...]

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