Wealth Planning

Achieving your goals starts with a plan. Partner with an advisor who will help you develop your personal wealth strategy.

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.

Watch a video:
Learn more about what goes into
creating your Personal Wealth Strategy.

 

Financial Planning Services

Investment Advice

We conduct an assessment of your goals and objectives, including in-depth risk tolerance analysis, ensuring that your goals are aligned with your investment plan. An integral part of our investment consulting services is advice on asset location, portfolio construction and rebalancing, and comprehensive client reporting. We can also advise you on private investments and college funding vehicles. 

Financial Decision Making

We assist you with important financial decisions such as home purchase and mortgage selection, prenuptial agreements and marital dissolution, debt restructuring, advice on corporate benefits programs, new business or other substantial asset acquisitions, negotiated investments, and charitable giving guidance.

Retirement Planning

We work with you to develop and achieve a savings target, provide guidance on pension elections, retirement plan asset allocations, IRA withdrawal strategies, and advise you on cash flow and liability management as well as debt restructuring.

Insurance Consultation

We provide a review of your insurance policies, including life, disability, property & casualty, general liability, and long term care insurance to determine if you have sufficient coverage or if there are opportunities for cost savings.

Tax Planning

We provide advice and guidance on estate tax strategies, transaction analysis, review of tax returns, and analysis of how tax law changes can affect your investments. Our professionals will work closely with your personal advisors or may recommend outside professionals when necessary to provide specific guidance in developing sophisticated tax planning strategies.

Trust & Estate Planning

We review your wills and trusts, including revocable trusts, life insurance trusts, and intervivos trusts, along with your gifting strategies for efficient transfer of wealth to heirs or charitable causes. We can also work closely with your personal advisors or work with you to identify outside professionals, when necessary, to provide specific guidance in developing trust planning strategies.

What goes into a financial plan?

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.

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Ready to plan your future?

You have complex financial needs, so we’ve built a dedicated team of professionals who are experts in their respective wealth planning discipline to support you in every stage of your financial life. 

Talk to a Wealth Planning Professional

Wealth Planning Team

Find a Wealth Professional

Alyssa Do Headshot
Alyssa Do Managing Director Wealth Strategist
William Hines Headshot
Bill Hines Executive Managing Director Senior Business Development Officer
Kathleen Kenealy Headshot
Kathleen Kenealy CFP® Managing Director & Senior Wealth Advisor
Jennifer Loveless Headshot
Jennifer Loveless CFP® Director Client Advisor
Carolyn Macedo Headshot
Carolyn Macedo Executive Managing Director Senior Business Development Officer
Nicole Ralph Headshot
Nicole Ralph CFP®, MBA Managing Director Senior Wealth Advisor
Julia Sorkin Headshot
Julia Sorkin CFP® Director Wealth Advisor
Derek Tam CFP®, AWMA® Managing Director Senior Business Development Officer

Our Thinking

 

Wealth 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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