A Meaningful Focus on Your Wealth
We take a planning-based approach, first and foremost. We want to help you fit all the puzzle pieces together to produce your optimal financial picture. That’s why we start with a comprehensive plan before developing any wealth management recommendations.
We aspire to provide you with knowledge, security, and peace of mind as we walk with you through your life’s journey®.
We partner with you to create plan-based solutions that help connect your financial goals with your deeply held values. This unique approach ensures that the comprehensive financial plan we build for you truly reflects your passions and aspirations.
Your Financial Advocate
At Boston Wealth Strategies, we purposely built our team with the skilled professionals who possess both the competency and compassion to assist you on your financial journey. We serve as your advocate and financial coach, guiding you every step of the way.
Our approach is not only shaped by our expertise, but by our life experiences and our first-hand knowledge that life-long goals truly matter.
Our Story Spans Three Decades
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.
Ready to Start Your Financial Journey?
We’re Here for You.
Connect with us to learn how we can help with all your financial needs.