Boston Wealth Logo Icon

Corporate Planning Solutions

As first-generation business owners, we understand the financial challenges our business owner clients face. We will guide you in planning for the financial well-being of your employees, while working to minimize your liability as your retirement plan's co-fiduciary.

Retirement Services

Our retirement planning specialists help you find the right plan to address everyone’s needs.

Giving money icon


Employee education, 401(k) and profit sharing plans, and 403(b) plans.

Money presentation icon


Cash balance plans, executive and deferred compensation.

Data magnifying glass icon

Small Businesses

Solo(k), SEP IRAs, and SIMPLE Plans.

Business Solutions

With consultative services designed specifically for your evolving needs, we provide cost-effective solutions to address your objectives.

Clock cog icon

Customized Retirement Plans

Comprehensive and compliant retirement plans.

Graph document icon

Corporate-Sponsored Financial Planning

Learn more about customized planning for your employees.

Chess piece icon

Plan Optimization

Pinpoint the best available features for your plan.

Protection Services

Make optimum use of your business dollars to provide important insurance protection.

Healthcare plus icon

Life Insurance

Help protect their family’s future.

Disability icon

Disability & Long-Term Care

Income protection and chronic care expenses.

Heart rate icon

Health and Dental

For your employees' health and wellness.