In 1998, Greg Pinto and Pat Hinton met as financial advisors and quickly discovered their shared passion for providing a level of service to clients that went beyond simply the financials. As the industry evolved from product-based solutions to holistic-based planning, so did Greg’s and Pat’s desire to formalize their vision.
In 2013, they created Boston Wealth Strategies and expanded their team to include relationship managers and a practice manager, all with a continued commitment to enhancing the client experience.
In 2016, Dan Wagner joined the team, bringing more than 30 years of financial services experience in corporate retirement. Greg, Pat, and Dan leverage the expertise from their strategic alliances with tax and legal specialists to augment the advice provided by their clients’ accountants and attorneys.
Today, Boston Wealth Strategies focuses on helping clients and families by guiding them to make prudent financial choices now, and for generations to come.