Phillip L. Wong
Managing Director / Firm Owner
As Managing Director and founder of Boston Wealth Management, LLC, Phil oversees plan design, investment management and client relationships for Individuals and Retirement Plan Services. He has over 25 years of industry experience and founded the firm in 2005 to provide innovative investment management and financial services for his clients through a comprehensive, holistic and coordinated approach.
Phil was named to the Royal Alliance's 2019-2020 National Advisory Board, as a result of his commitment and success as an Adviser and Business Owner. Additionally, he was named by the Broker Dealer as one of the Portfolio of Preferred Qualified Plan Advisors.
He is supported by a team of professionals whose purpose is to provide unmatched service that meets clients’ needs and exceeds their expectations. This is achieved through knowledge, integrity, and the reliability of a team that is committed to excellence in all that they do.
Phil resides in Weston, MA with his wife Angie, daughter Ally and son Preston. In his spare time, he enjoys training dogs for sports competition and traveling with his wife.