As we step into 2025, Boston Wealth Strategies would like to extend our warmest wishes for a Happy New Year! We are grateful for the relationships we've built. May this year bring you success, health, and new opportunities. Let’s make it a remarkable year together! #HappyNewYear #BostonWealthStrategies #NewBeginnings
Boston Wealth Strategies
Financial Services
Needham, Massachusetts 796 followers
Your Financial Journey. Our Expertise.
About us
Boston Wealth Strategies, a 2023 Inc. 5000* recognized firm, stands at the forefront of private wealth management in Boston. We are dedicated to empowering individuals, families, and business owners with bespoke financial strategies that reflect their aspirations and legacy goals. Specializing in serving the unique needs of the Biopharma and Biotech sectors, we offer guidance in enhancing both employee and employer services. Our approach extends beyond traditional wealth management; we focus on holistic financial planning to encompass your entire financial landscape. At Boston Wealth Strategies, we pride ourselves on being more than your financial advisors; we are your advocates and coaches, committed to guiding you through your financial journey. Our methods are informed by a deep understanding that achieving lifelong goals is paramount, shaped by our extensive knowledge and enriched by our personal experiences. Let us help you preserve and enhance your legacy through comprehensive, thoughtful financial planning. *2023 Inc. 5000. Created by Inc. This award is based on percentage revenue growth from 2019 to 2022 and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Go to https://www.inc.com/inc5000/2023 for more information. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Boston Wealth Strategies, 250 First Avenue, Suite 102, Needham, MA 02494. 781-778-3308. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html
- Website
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http://www.bostonwealth.com
External link for Boston Wealth Strategies
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Needham, Massachusetts
- Type
- Self-Owned
- Founded
- 2010
- Specialties
- Financial Planning, Individual Planning, College Funding, Maximizing Retirement Income, Group Benefits, Corporate Financial Planning, Wealth Management, Retirement Planning , Corporate Employee Benefits, Company 401(k) Plans, Risk Management, Business Planning, Corporate Retirement Services, Retirement Planning, Estate Planning, Corporate Health Insurance, and Wealth Accumulation
Locations
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Primary
Get directions
250 First Avenue
Ste 102
Needham, Massachusetts 02494, US
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Get directions
Greater Boston, MA, US
Employees at Boston Wealth Strategies
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Gregory Pinto, CFP®, CLU®, ChFC®, MBA
Senior Partner at Boston Wealth Strategies | Empowering Clients Through Strategic Wealth Management & Community Building
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Coley O'Donnell, CFP®, CLU®, ChFC®, AIF®
Experienced Financial Planner at Boston Wealth Strategies | Empowering Clients Through Strategic Wealth Management & Community Building
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Ethan Smith
Chief Operating Officer at Boston Wealth Strategies | Empowering Clients Through Strategic Wealth Management & Community Building
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Jason Edinger, CFA
Chief Investment Officer & Financial Advisor at Boston Wealth Strategies | Empowering Clients Through Strategic Wealth Management & Community Building
Updates
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This holiday season, Boston Wealth Strategies extends our warmest wishes to our clients and partners. We are grateful for your trust and collaboration throughout the year. May your holiday season be filled with joy, reflection, and meaningful connections. Happy holidays! #HappyHolidays #BostonWealthStrategies #HappyHolidays
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The Boston Wealth Strategies Team had a blast celebrating the holiday season at Apex Marlborough! 🏎️ Go-karts, laser tag battles, and sports simulations made for an unforgettable night of fun and team bonding. Here's to wrapping up the year with energy and excitement! 🎉🎄 #HolidayParty #TeamBonding #BostonWealthStrategies #GoKartingFun #HolidayCelebrations
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Happy Belated Birthday to David Valley! 🎉 Wishing you a fantastic year ahead filled with happiness, good health, and continued success. We're grateful for your dedication and contributions, and we look forward to seeing all the great things you'll achieve. Here's to celebrating you! #HappyBirthday #TeamSpotlight #BostonWealthStrategies
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🎉🎂 Happy Belated Birthday to the incredible Grace Sun, CFP®! Your dedication, hard work, and positivity make you an integral part of the Boston Wealth Strategies family. We celebrate your achievements and the joy and inspiration you bring to everyone around you. ✨ May this year bring you endless opportunities, happiness, and success! Cheers to you! #HappyBirthday #TeamSpotlight #BostonWealthStrategies
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In November, markets celebrated a post-election surge, with the S&P 500 rising 5.9% and the Russell 2000 gaining 11%, marking their best performances of the year. The Federal Reserve's interest rate cut and strong economic data further fueled investor optimism. As we approach the holiday season, the focus shifts to upcoming jobs reports and inflation metrics, which will inform future market directions. Discover how November's market movements and the Fed's actions shaped the economic landscape. Read our latest blog to stay ahead of the curve this holiday season! https://hubs.ly/Q02_19fD0 #MarketInsights #WealthManagement #InvestmentStrategy #EconomicUpdate #BostonWealth #FinancialPlanning #MarketTrends
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We are thrilled to announce that our very own Jack Heintzelman, CFP®, CPWA® has been recognized as one of Financial Planning's 2024 Rising Stars and named among Investment News' Best Wealth Managers & Advisors Under 40 in the USA. These awards reflect Jack's dedication to innovation and excellence in financial planning. Congratulations, Jack! 🎉 #RisingStar #FinancialPlanning #WealthManagement #Leadership #Innovation #BostonWealthStrategies #Under40 #AwardWinningAdvisor
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As we celebrate Thanksgiving, we would like to express our gratitude to our clients, partners, and community. Your trust and collaboration inspire us to strive for excellence every day. Wishing you all a holiday filled with joy, reflection, and appreciation. Happy Thanksgiving! #Thanksgiving #Gratitude #BostonWealthStrategies
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Boston Wealth Strategies reposted this
Chief Investment Officer & Financial Advisor at Boston Wealth Strategies | Empowering Clients Through Strategic Wealth Management & Community Building
The BIG FOUR. Inflation. Interest rates. Growth. Employment. These indicators play a pivotal role in gauging the health of the economy. As these indicators go, so go the capital markets (typically). Let's take a look at each in turn as we head into the final weeks of 2024. Inflation: 2.6%, down meaningfully from the 2022 highs and lower than the long term average of 3.28%. Interest rates: The Federal Funds rate is currently in a target range between 4.5-4.75%. Higher than the Fed's target, but also lower than last year and presumably on its way down further. Growth: $29.35T in Gross Domestic Product. Strong. Employment: The unemployment rate has ticked up slightly to 4.1%, but still lower than the long term average of 5.7%. The labor market is solid. Dare I say this looks and feels like the goldilocks economy? Not too hot, not too cold? Hope so!
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The Boston Wealth Strategies team had the absolute pleasure of celebrating the birthday of our very own Azadeh Ward! 🎂💐 Azadeh brings incredible energy, passion, and dedication to our team; we are so lucky to have her. From all of us here, we hope your special day was as wonderful as you are! Here's to another amazing year filled with success, joy, and plenty of cake. 🥳🎁 Let’s take a moment to wish Azadeh all the best! #BostonWealthStrategies #TeamCelebration #BirthdayCheers
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