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
As a growth and operations manager, I help clients live a richer life by keeping things ru...View Profile
As a senior lead advisor, I work to support other advisors and make sure they have the too...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