Institutions & Businesses
At Boston Wealth Management, our mission is to guide institutions and businesses towards financial security and long-term success with tailored investment and fiduciary solutions. With over 2 decades of experience, we provide fiduciary services to company sponsored retirement plans and strategic succession planning to align with your organization’s objectives.
Explore the sections below to see how our services can support your organization’s financial strategy.
Company-Sponsored Retirement Plan: Investment and Fiduciary Services
Our team offers investment and fiduciary services for company-sponsored retirement plans, including Pension, 401(k), 403(b), and Cash Balance plans. Our advisors provide comprehensive support to plan sponsors in areas of investment, plan design, education and compliance.
Business Succession Planning
Our team partners with small business owners to navigate succession and retirement planning, promoting a smooth transition and financial security. We develop strategic investment plans for the proceeds from a business sale, focusing on minimizing tax burdens and optimizing funds to support personal and retirement goals.