Goals-Based Planning: How to simplify and strengthen your financial life.

At Boston Private, our mission is to simplify and strengthen your financial life. Having a trusted advisor to keep you focused on reaching your goals can help you avoid emotional decision-making.

Read Post

Meet Renaud. This is his WHY.

After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.

Read Post

Meet the Wexlers. This is their WHY.

Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.

Read Post

Meet Bob. This is his WHY.

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.

Read Post