Boston Wealth Strategies | Financial Planning in Needham, MA

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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​ 


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 

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​