Our Team | Getting to Know Us
Boston Wealth Management was founded in 2005 by Phillip Wong Owner and Managing Director. Phil established Boston Wealth Management to leverage his experience in working with business owners on both their personal and business investments. Phil used his knowledge of tax laws and investment strategies to create a comprehensive financial plan for his clients. Over the course of the next decade, Phil expanded Boston Wealth Management to service individuals, families and businesses of all sizes. He leveraged his experience and knowledge to develop a comprehensive financial analysis and planning program for each of these types of clients.
In 2015, Boston Wealth Management merged with Marathon Retirement & Pension Consulting. Marathon RPC was owned by Aaron Spelker and concentrated on servicing small and mid-sized pension plans. Aaron became the Director of Qualified Plans overseeing all corporate sponsored retirement plans serviced by Boston Wealth Management.
In 2016, Phil continued to expand Boston Wealth Management by bringing on Estate Planning and Financial Planning experts. Robert "Lance" Lanciault was named as BWM's Estate Planning Specialist. Lance focuses on generational wealth transfer strategies with Boston Wealth Management's wealth management clients.
Boston Wealth Management is composed of veteran subject matter experts who bring experience and knowledge to each client's investment needs. Boston Wealth Management manages over $500 million in client assets and continues to grow.
Boston Wealth Management is built on 5 pillars. These pillars play a factor in all activity conducted by Boston Wealth Management. The pillars are:
- • Client Education
- • Customer Service
- • Fiduciary Responsibility
- • Compliance
- • Comprehensive Investment Philosophy and Execution
Incorporating these 5 pillars into our client experience allows Boston Wealth Management to put forth a comprehensive and well-structured advisory service program for each and every client.
