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Wealth Strategy

Wealth Strategy

Many people think of wealth management as a synonym for investment management. If that's all it is, why not just call it investment management? The truth is that Wealth Management is a bit like beauty, it's in the eye of the beholder.

That's because families' wealth prospects are not just limited to investments. Of course, investments are important, but so are insurance, legacy planning, retirement, education planning, taxes and dealing with the transition aspects of divorce and retirement. Any financial factor that affects a family's wealth is part of wealth management.

Wealth management starts with you to assemble your life and financial concerns into an integrated wealth strategy that includes the various aspects of your finances. We work with your tax, legal, insurance and other professionals to ensure that all aspects of your financial life are addressed as comprehensively as possible.

Many of our clients live in Lexington MA, Arlington MA, Bedford MA, Concord MA, Newton MA, Boston, Brookline, Weston MA, Waltham, Cambridge MA, Belmont MA, Lincoln MA, Watertown, Wellesley, Winchester MA.