Boston Wealth Management offers the following investment and wealth management services:
Individual & Family Wealth Management
Our approach to Wealth Management includes a comprehensive review of our client's needs and goals and constructing a holistic plan that assist the client in achieving his/her goals.
Investment Portfolio Management
Utilizing technical and fundamental analysis, our Boston Wealth Management team has constructed 5 risked-based investment models. After analyzing our clients' needs and goals, the team determines the combination of these models that are best suited for the client.
Financial Planning
Our team at Boston Wealth Management provides individuals and families our Retirement Readiness Analysis. The Retirement Readiness Analysis is a comprehensive financial plan that assesses an individual’s current and future financial condition. The goal of the report is to assist individuals in determining a path to reach their retirement goals.
Company-Sponsored Retirement Plan Investment and Fiduciary Services
Our team at Boston Wealth Management provides investment and fiduciary services to company sponsored retirement plans (pensions, 401(k), 403(b) etc.). Our advisors provide comprehensive support to plan sponsor in the areas of investments, plan design, education, and compliance.
Estate Planning
Our team at Boston Wealth Management will provide estate planning strategies to assist in maximizing the assets that are passed on to future generations.
Business Succession Planning
Our team at Boston Wealth Management works with small business owners on the succession and retirement planning related to the business. Boston Wealth Management design strategies to invest the profits from the sale of the business to minimize tax implications and to maximize the funding of personal and retirement goals.
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.