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Our Services | Individual & Family Wealth Management 

Our team at Boston Wealth Management provides each client a comprehensive, full service investment advisor.  When you hire our team at BWM, we act as your financial consultant on all aspects of your life. Meaning, not only will we assist with your retirement investing, we will provide you counsel on:

  • Building a budget
  • Insurance coverage
  • Saving for a child's or grandchild's college
  • Estate planning

We start our relationship by conducting a comprehensive financial plan for the client.  We believe you cannot provide advice to a client until you thoroughly understand the clients current financial condition and short and long-term goals.  Once the financial plan is complete, we hold an in-depth strategy meeting with the client to discuss implementation strategies. 

Our holistic approach considers more than just portfolio performance. Investment performance is just one of the measures that identify an appropriate investment strategy. As the market progresses through investment cycles, the market can align or become out of sync with various asset classes. Therefore, active investment managers need to be nimble in their investment approach and asset allocations.  In this vein, we consider multiple aspects to develop your investment plan design.

  • Diversification
  • Investment Volatility
  • Performance Consistency
  • Investment Fees
  • Market Efficiencies

Our team knows the importance of obtain professional investment advice at an affordable cost.  To support that objective, Boston Wealth Management offers the “Family Fee Program”. 

The Family Fee Program allows family members to have their portfolios individually managed but to leverage the overall assets of the immediate family (Parent, Spouse, Sibling, Child) to access a lower fee cost.

Initial Consultation

A person-to-person discussion with a Portfolio Manager to explore your goals and investment objectives with a primary focus on your:

  • Risk tolerance
  • Income needs
  • Time horizon
  • Estate plans

Documents needed: None

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Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. 

Securities, advisory and insurance services offered through Osaic Wealth, Inc., Member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Boston Wealth Management, LLC which is not affiliated with Osaic Wealth, Inc. or registered as a broker dealer or investment advisor.