Boston Asset Management

Boston Asset Management is a boutique financial services firm dedicated to providing personalized solutions for individuals, businesses, and institutions. Our commitment to integrity and exceptional service is the foundation of our business. We understand the importance of trust in financial matters, and we strive to build long-lasting relationships with our clients. Our team of experienced professionals is dedicated to helping you navigate the complex world of finance and achieve your financial goals.

Our Philosophy

At Boston Asset Management, our philosophy is built on the belief in the importance of each client and their goals. We manage our clients' wealth and assets with the highest levels of integrity and personalized service. Our core beliefs are centered on trust, discipline, and a holistic approach to wealth management. We believe that proper wealth management considers all aspects of a client's financial life, including cash-flow, retirement plans, insurance, education funding, and taxes. We are committed to incorporating our clients' goals, values, and objectives into our work to create a clear financial picture and develop a customized solution to help them get from where they are to where they want to be.

Our Services

*Money Management*

Our money management services are designed to create an investment portfolio that caters to each client's goals, current situation, and risk acceptance. We take the time to understand each client's financial picture and develop a strategy to help them achieve their financial goals. Our investment management decisions are based on objective reasoning and are centered on our clients' success.

*Retirement Plans*

We work with individuals, businesses, and institutions to create retirement programs that serve their best interests. Our retirement plan services include plan design, investment selection, and ongoing management. We understand that every client's needs are unique, and we work closely with them to create a retirement program that is tailored to their specific situation.

*Fiduciary Asset Management*

We assist trustees in fulfilling their fiduciary obligation and maintaining an investment strategy based upon the needs and wants of each beneficiary. Our fiduciary asset management services include investment management, reporting, and compliance oversight. We understand that trustees have a legal responsibility to act in the best interests of the beneficiaries, and we work diligently to help them meet their obligations.

Who We Are

At Boston Asset Management, we believe that trust is built on the belief in the importance of each client and their goals. We are committed to providing our clients with the highest levels of integrity and personalized service. Our approach is centered on a holistic view of wealth management, and we incorporate our clients' goals, values, and objectives into our work. We are dedicated to incorporating trust, discipline, and a holistic approach to wealth management in everything we do.

Our team of experienced professionals understands that life changes, and we are committed to building meaningful relationships with our clients. We are committed to earning our clients' business every day and providing ongoing service to help them achieve their financial goals. We take seriously the need to keep all personal information completely private and place the highest priority on our clients' confidentiality.

When you become a client of Boston Asset Management, we take the time to understand your current financial picture, assess your assets, liabilities, cash-flow, insurance, tax situation, and estate planning documents. We work diligently to fine-tune the details and communicate back and forth along the way. We deliver a comprehensive plan and walk through the details with you step by step. We help you implement the plan and provide ongoing service and regular updates on your progress. We make changes as needed and are there for you to answer your questions or provide additional services that you may require.