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Boston Partners Wealth Management is a boutique wealth advisory firm located just north of Boston in Wakefield, Massachusetts.

We offer personalized guidance and a proactive standard of client care to individuals, families, and small businesses, both locally and throughout the country.


We review your current financial situation along with your short and long-term goals to create a plan that addresses your needs now and can grow with you into the future.  Our toolbox includes investment management, financial planning, retirement planning, business planning, and insurance to address all aspects of your financial life.


We love working with our clients to provide coaching and guidance in the pursuit of what matters most to them financially.  Financial advice is not a one size fits all proposition, and we use the best of our experience to chart a predictable path to your goals with a risk level appropriate to your situation.



We invest in you for the long term. We are committed to building lasting relationships with each client.
These relationships built on trust extend to families and extended families so that wealth created in one generation is preserved and passed on to the next. 

Are your investments diversified?
Are you taking too much risk?

Investment Management

Learn how we can help you review your investment strategy to ensure your investments work as hard as you do.


What is most important to you?
How do you prioritize your financial goals?

Financial Planning

Learn how we can help you create a dynamic plan that grows with you and your family.


How do you envision retirement?
How long will your savings last in retirement?

Retirement Planning

Learn how we can help you plan to turn your retirement dream into a sustainable, enduring reality.


Is your family properly protected?
How much and what kind of protection should you have?


Learn how we can help you prepare for many of life’s what-ifs.


How do you attract and retain talent?
Do you want your business to survive after you step away?

Business Planning

Learn how we can help you strengthen your business today and plan for tomorrow.


Why our Clients Love Working with Us

Boston Partners Wealth Management gives you the edge you need in a complex financial world. Whether your goals are growth or wealth preservation, we have the tools and strategies to get you where you want to be. Here is some of the value add you get when you choose to work with us.

Boutique Firm

We have chosen to limit the size of our firm.  That means you get the personal attention you deserve.

Experience and Expertise

All of our advisors have the experience to assess your situation and advise you of the various options you will want to consider.


You receive the time you need to understand the elements of your proposed financial plan, so that you can make adjustments and end up with a plan that works best for you.  We always remain open to your feedback and are flexible with your needs.

Honesty and Integrity

Honesty and integrity are at the core of everything we do, We work for you and as such will always guide you to the solution that is in your best interests. We always respect the confidentiality of our working relationship and we strive to be responsive and accessible when our clients need us.

Let’s Meet!

Contact Us today to set up a free consultation to discuss your financial future!

Contact Us

Check the background of this firm/advisor on FINRA’s BrokerCheck.