Investment Management vs. Holistic Wealth Planning

While investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.

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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.

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Meet Annette. This is her WHY.

Doing for others has been instilled in Annette Palazuelos since childhood. Her definition of wealth has less to do with money and more to do with being able to employ people, help their families, and give back whenever possible.

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How Goal Setting Changes Your Investing Strategy

Having a trusted advisor keeping you focused on reaching your goals, can help you avoid emotional decision-making when it comes to your investments.

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