Boston Wealth Strategies | Financial Planning in Needham, MA


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We have been recognized as one of the fastest growing private companies from Inc. 5000, for 2023. We are not only proud, but also thankful for this amazing recognition. Thank you to all our team members and clients who make our growth possible!

2023 Inc. 5000. Created by Inc. This award is based on percentage revenue growth from 2019 to 2022 and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.


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Your Financial Journey. Our Expertise.

We are focused on helping clients across generations. We look forward to providing future generations of clients with the support and guidance they need to make sound decisions.

More Than a Financial Advisor

We are often one of the first calls our clients make when facing a significant life change. They look to us for continuity and guidance to help keep them on track.




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Solutions for Individuals and Families

We are committed to helping you navigate an ever-changing financial world. Using a variety of sound strategies, we guide you to pursue your goals and dreams.

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Financial Planning

A holistic approach to help achieve your financial independence.

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Wealth Management

A personalized strategy to help meet your complex financial needs.

​All Personal Services​ 

Solutions for Employers and Employees

We understand the balance it takes to operate a successful business while taking care of your employees. We help you stay ahead of changes in laws and the regulations impacting retirement plans.

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Retirement Services

401(k), profit sharing, deferred compensation, and more.

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Business Planning

Executive benefits, corporate financial planning, and group insurance.

​All Corporate Services​ 

Planning with a Greater Purpose

We work with clients who care about more than themselves. Our clients’ successes are not measured by the wealth they’ve accumulated but by their commitment to their loved ones and their desire to make their communities a better place. We share their passion by supporting a range of causes.

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​See Who We Support​ 

Subscribe to our Newsletter

Sign up to receive our newsletter where we share the latest updates, topics, and trends that may impact your financial future.

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Our Upcoming Events

Check out the upcoming events and webinars we have scheduled to help keep our clients educated and informed.

​Events Calendar 

Awards and Recognitions

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2023 Five Star Wealth Manager Award, created by Five Star Professional. Presented in  02/2023 based on data gathered within 12 months preceding the issue date. 3,923 advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit


Click to view My Five Star Professional Fortune Listing -Team

Click to view My Five Star Professional WSJ Listing - Team



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