Boston Wealth Management
131 Dartmouth Street
Boston, MA 02116
Our wealth management team in Boston partners with individuals and families to navigate complex finances and taxes through personalized financial plans built for the big picture.
As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropy, private investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services.
Meet your Boston wealth management team
As a Lead Advisor, it brings me great satisfaction to provide peace of mind throughout lif...View Profile
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...View Profile
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...View Profile
I help our clients live a richer life by providing a worry-free tax planning and complianc...View Profile
As a senior lead advisor, I work to support other advisors and make sure they have the too...View Profile
I serve as the Personal CFO for a select number of successful families. We use a consultat...View Profile
I strive to understand what is most important to clients both in their personal and financ...View Profile
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...View Profile
Connect with our Boston Personal CFO team
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."– Dan S., Brighton Jones client