Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Strategic Relationships

Jurs Montgomery Brokerage, LLC

A national full service insurance general agency offering complete back office support for all of our clients’ life, long term care, and disability insurance needs. We are a fully independent privately owned agency that allows our client firms the ability to promote a full offering of carriers and products to meet the diverse needs of clientele without bias. With access to over 70 insurance carriers coupled with our experience in underwriting and case management, we can be sure clients always receive the best possible offer through our negotiation and shopping process. JMB prides itself on superior execution with the people, technology, and knowledge to ensure an exceptional experience and that all cases are handled with the utmost integrity.

Jurs Montgomery Brokerage, LLC is not affiliated with Royal Alliance Associates Inc. or Boston Wealth Management, LLC. Royal Alliance Associates Inc. and Boston Wealth Management, LLC do not provide any accounting, tax or legal services

Law Offices of Katherine Hatch

Katherine Hatch is a well-known and highly-regarded attorney practicing in all courts in Massachusetts, including Probate and Family Court, District Court and Superior Court.

An experienced trial attorney with over twenty years of experience, Katherine knows how cases are put together and how to get the best results for clients. She has a reputation for street smarts and is both credentialed and recognized as an outstanding professional appreciated by clients. You want her knowledge, talent, and aggressiveness to work for you. Katherine represents clients in Boston and surrounding counties including Essex, Middlesex, Norfolk, Plymouth, Suffolk and Worcester facing challenging issues including: divorce, custody, visitation, child support, alimony, guardianship, modifications, contempt actions and paternity matters.

Attorney Hatch served as a Massachusetts Assistant Attorney General and a Special Assistant District Attorney at the Suffolk County District Attorney’s Office for more than a decade. She has also served as a Special Assistant United States Attorney. She is member of both the Massachusetts Bar Association and the Women’s Bar Association.

The Law Offices of Katherine Hatch are not affiliated with Royal Alliance Associates Inc. or Boston Wealth Management, LLC. Royal Alliance Associates Inc. and Boston Wealth Management, LLC do not provide any accounting, tax or legal services.

Legacy Retirement Solutions, LLC

Legacy Retirement Solutions, LLC was created in November 2010 in order to support financial advisors, retirement plan wholesalers and plan sponsors in designing, consulting and administering retirement plans. 

From the most basic plan design to more complicated and complex approaches, we want to make sure the plan is set up to do what the plan sponsor expects. With over 50 combined years of experience in third party retirement plan administration and consulting, Legacy Retirement Solutions, LLC leverages that experience to provide customized solutions that can satisfy all of your clients’ retirement plan administration and consulting needs. We are experts at the compliant design, operation and administration of retirement plans.

Legacy Retirement Solutions, LLC is not affiliated with Royal Alliance Associates Inc. or Boston Wealth Management, LLC. Royal Alliance Associates Inc. and Boston Wealth Management, LLC do not provide any accounting, tax or legal services.

National Financial Services, LLC

NFS is a leading provider of clearing and custody solutions to more than 300 broker dealers throughout the U.S. 

Established in 1983, NFS, a Fidelity Investments company, is one of the largest providers of brokerage services. The strength and reputation associated with Fidelity Investments is one of the many reasons we are pleased to partner with NFS. Our relationship with NFS provides trade execution, clearing, and other related services for advisors’ commission and fee-based brokerage accounts. NFS offers access to a dedicated service model, leading investment solutions, and access to Streetscape, a powerful global trading platform.

National Financial Services, LLC and its affiliates are not affiliated with Royal Alliance Associates, Inc. or Boston Wealth Management, LLC.

Open Coast Financial Solutions provides experienced CFO services on a part-time basis to growing companies. Read More/Less We provide solutions to ensure financial management of your business by creating and implementing comprehensive strategies to improve company performance, achieve strategic objectives and develop plans for profitable growth. Our solutions are practical and scalable. Open Coast is committed to provide world class customer service with the highest levels of quality, honesty and integrity.

Open Coast Financial Solutions was founded by Lyn Braz. Lyn has over 25 years of operational and management experience in diverse public and privately-held companies in financial, manufacturing, and technology sectors, ranging from start-up ventures to $400M in revenue. Lyn holds an MBA and a BS in Accounting and Finance from Northeastern University.

Open Coast Financial Solutions is not affiliated with Royal Alliance Associates Inc. or Boston Wealth Management, LLC. Royal Alliance Associates Inc. and Boston Wealth Management, LLC do not provide any accounting, tax or legal services.

Pershing, LLC

Pershing has been a leading global provider of financial business solutions for over 70 years. Our relationship with Pershing offers advisors access to NetX360, Pershing’s revolutionary technology platform providing the tools needed to manage clients’ accounts, deliver first-rate service, and develop new sales and revenue opportunities. NetX360 offers one complete solution to efficiently manage your entire business, whether commission or fee-based. In addition to SIPC protection, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London.

Pershing, LLC and its affiliates are not affiliated with Royal Alliance Associates, Inc or Boston Wealth Management, LLC.

Royal Alliance Associates, Inc.

At Royal Alliance, All Ways Open ArchitectureSM is more than a platform, it is a business philosophy. A philosophy that lets advisors define a vision for greater success and then access the choices to make it a reality. Advisors can set up and manage their practice in a way that works best for clients; work with the systems they prefer, while integrating seamlessly into ours. Offer more products and choose from more custody and clearing options than thought possible at a single broker dealer.

Securities, insurance, and advisory services offered through Royal Alliance Associates, Inc., Member FINRA / SIPC. Additional insurance services offered through Boston Wealth Management, LLC, which is not affiliated with Royal Alliance Associates, Inc.