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Boston Wealth Strategies

Boston Wealth Strategies

Categories

Financial Services

About

'Boston Wealth Strategies, Inc. is a private wealth management firm focused on working with individuals, families and business owners. We collaborate with companies looking to enhance employee and employer services, with a special concentration in the Biopharma & Biotech spaces. We also work with multigenerational families looking to enhance and continue their legacies. Our firm is structured around holistic financial planning to consider your complete financial picture. At Boston Wealth, 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.'

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Contacts

Primary
Azadeh Ward
Director of Client Services & Operations

Julie Baker
Billing Contact

Dan Berman
Client Service Associate

Carolyn Denisi
Client Service Associate

Jason Edinger
Chief Investment Officer

Jack Heintzelman
Financial Planner

Pat Hinton
Senior Partner

John Killeen
Retirement Client Service Associate

Caroline Knights
Director of Financial Planning Services

Valerie McClendon
Financial Advisor

Coley O'Donnell
Financial Planner

Gregory Pinto
Senior Partner

Financial Services
Grace Sun
Paraplanner

Dan Wagner
Senior Partner

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