Our Team

Phillip L. Wong

Managing Director / Firm Owner

Christine Theroux, CPFA, CFP®

Director of Financial Planning

ctheroux@bostonwealthmgt.com

Angie Wong

Facilities Manager

Caroline Ginovker

Assistant to Managing Director

Robert Lanciault, CLU, ChFC

Director of Advanced Planning Strategy

Lance@BostonWealthMgt.com

Aaron Spelker, CFA

Plan Consultant

Ally Wong

Financial Advisor

ajwong@bostonwealthmgt.com

Olivia Sanderson

Client Service Associate

olivia@bostonwealthmgt.com

Liam Peck

Client Service Associate

liam@bostonwealthmgt.com

Mike Prevost

Plan Consultant

Joe Ehmann

401(k) Specialist

Karen Emma

Financial Advisor