Boston Wealth Management

Boston, Massachusetts

131 Dartmouth Street
3rd Floor
Boston, MA 02116
Phone: 617.941.5644
Fax: 617.941.7104

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.

Driving Directions

Meet your Boston wealth management team

As a Lead Advisor, it brings me great satisfaction to provide peace of mind throughout lif...

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Andrew Richardson, CFP^®

Lead Advisor

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA

Advisor

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

I help our clients live a richer life by providing a worry-free tax planning and complianc...

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Lynne Yu, CPA

Tax Lead Advisor

As a senior lead advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP^®

Senior Lead Advisor

I serve as the Personal CFO for a select number of successful families. We use a consultat...

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Michael Battaglia, CFP^®, CIMA^®

Senior Lead Advisor

I strive to understand what is most important to clients both in their personal and financ...

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Sam Cregg

Business Development Manager

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

I guide clients through important life events and help them align their estate and legacy ...

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TaraLynn Reinhart, JD

Estate Planning Lead Advisor

See Our Whole Team

Connect with our Boston Personal CFO team

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

"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