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Daniel M. Wagner, AIF^®, CRPS^®, CPFA^®

Senior Partner

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Boston Wealth Strategies
250 First Avenue, Suite 102
Needham, MA 02494

Hours: Mon - Fri: 8:00 AM - 5:00 PM

P: 781.449.7000

F: 617.507.6025

E: [email protected]

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

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Schedule a Meeting

We Would Love to Hear from You!

Gregory J. Pinto, CFP^®, ChFC^®, CLU^®, MBA

Patrick J. Hinton, CFP^®, ChFC^®, CLU^®, AIF^®

Daniel M. Wagner, AIF^®, CRPS^®, CPFA^®

Jason Edinger, CFA^®

Coley O'Donnell, CFP^®, ChFC^®, CLU^®

Jack Heintzelman, CFP^®, CPWA®

Valerie McClendon

Caroline Knights, CFP^®

Grace Sun

We Are Here to Help

Contact Us Form

Boston Wealth Strategies
250 First Avenue, Suite 102
Needham, MA 02494

Hours: Mon - Fri: 8:00 AM - 5:00 PM

Follow Us

Schedule a Meeting

We Would Love to Hear from You!

Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA

Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Daniel M. Wagner, AIF®, CRPS®, CPFA®

Jason Edinger, CFA®

Coley O'Donnell, CFP®, ChFC®, CLU®

Jack Heintzelman, CFP®, CPWA®

Valerie McClendon

Caroline Knights, CFP®

Grace Sun

We Are Here to Help

Contact Us Form

Boston Wealth Strategies 250 First Avenue, Suite 102 Needham, MA 02494 Hours: Mon - Fri: 8:00 AM - 5:00 PM

Follow Us

Gregory J. Pinto, CFP^®, ChFC^®, CLU^®, MBA

Patrick J. Hinton, CFP^®, ChFC^®, CLU^®, AIF^®

Daniel M. Wagner, AIF^®, CRPS^®, CPFA^®

Jason Edinger, CFA^®

Coley O'Donnell, CFP^®, ChFC^®, CLU^®

Jack Heintzelman, CFP^®, CPWA®

Caroline Knights, CFP^®

Boston Wealth Strategies
250 First Avenue, Suite 102
Needham, MA 02494

Hours: Mon - Fri: 8:00 AM - 5:00 PM