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We aspire to provide you with knowledge, security and peace of mind, as we walk with you through your life’s journey.®

YOUR FINANCIAL JOURNEY. OUR EXPERTISE.


A Partnership from the Start&#160;<br /><br />

A Partnership from the Start 

At Boston Wealth Strategies, we think differently about the value of financial advice. We believe the circumstances that represents your feelings and perceptions about wealth (such as income level, family values or life stage) can have an important impact on your financial frame-of-mind. Unlike some financial firms who deliver advice merely based on financial data, we consider your emotions, values and life ambitions just as much a part of the process.

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Individual Services

Strategies to help you manage
your entire financial picture.

Corporate Services

Comprehensive business planning for
your company and employees.

<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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<p>A Cheat Sheet for Sending Your Kid to College</p>

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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<p>Choosing a Retirement Plan that Fits Your Business</p>

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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