Individuals at various life stages view the pursuit of wealth differently. Millennials, not entirely seeking peace of mind right now, see wealth as a gateway to happiness. Contentment can wait until later.

Most people assume the components of a financial plan include their brokerage, retirement and bank accounts, but a financial plan is much more than that. A financial plan takes into account your assets, your liabilities and any other circumstances that will impact your wealth. A financial plan focuses on your goals – both short and long-term – and what you need to achieve them. At Boston Private, we provide a comprehensive analysis and develop a plan customized for your individual situation.