Financial Advisors
Boston, MA
Boston Partners Private Wealth is a division of Boston Partners Global Investors offering institutional-quality investment advisory services to high-net-worth individuals and families. Their comprehensive suite includes portfolio management, tax-efficient investing strategies, estate and legacy planning, charitable giving guidance, financial planning, and investment analysis. Led by experienced professionals including a CFA Chief Investment Officer and specialists in asset allocation and equity research, they focus on transparency, tax efficiency, and achieving clients' specific financial outcomes.
Ideal for: High-net-worth families, estate planners seeking comprehensive wealth management, investors prioritizing tax efficiency, individuals with complex financial situations
Service area: Boston, Massachusetts and surrounding areas
Institutional-Quality Expertise: Staffed by CFA charterholders and former leaders from major investment firms like Putnam Investments and Fiduciary Trust, bringing decades of professional asset management experience to private clients.
Integrated Financial Services: Combines investment management, estate planning, charitable giving strategies, and comprehensive financial planning in one firm, eliminating the need for multiple advisors.
Tax Efficiency Focus: Explicitly designs portfolios and strategies to maximize tax efficiency, helping clients retain more of their wealth.
Address: One Beacon St, Boston, MA 02108
Phone: (617) 832-8276
Website: bostonpartners.com
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