Managing your financial life goes beyond simply managing your investment portfolio. Your personal wealth strategy gives you a roadmap for financial success.
Investment management is a critical component to your financial success. Having the right investments in place dictates your ability to protect and grow your wealth in varying market conditions.
Whether you are just starting out with your wealth building or already planning your retirement, we have a well-established track record of helping individuals and families implement estate plans to achieve wealth transfer goals.
We understand that wealth presents a number of unique and complex challenges for families today. Simply stated, we become your family’s operational hub.
You have complex financial needs, so we’ve built a dedicated team of professionals who are experts in their respective wealth management discipline to support you in every stage of your financial life.
Our team of wealth management professionals have been hand selected for their depth of experience, credentials, and investment knowledge, so that you can feel confident that you are in the right hands. From our executive team to our portfolio managers and client advisors, we are committed to helping you achieve your unique financial goals, resulting in highly satisfied clients and enduring relationships across market cycles and generations.
The 2018 Tax Cuts and Jobs Act ushered in new tax brackets and made some key changes to deductions. Here’s a quick overview of how the Tax Cuts and Jobs Act could affect you.
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Shannon Saccocia, Boston Private Wealth Chief Investment Strategist, provides insight on recent market activity, the impact of macro-factors on equity markets and shares specific holdings favored for 2018
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We have been counselling our clients to try to ignore politics and geopolitics when they consider their investment strategy. Instead, we have said, pay attention to the fundamentals, the strong economy, and impressive corporate earnings.
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As the second longest economic expansion on record in the United States entered another year, questions around potential catalysts for greater gains arose. With economic data still solid, and the effects of the corporate tax cut not yet fully felt, the case for equities remains intact.
Learn MoreWealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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