Boston Financial Management is a trusted wealth management and investment advisory firm based in New York, NY. With over 40 years of experience, they provide comprehensive solutions to individuals, families, endowments, and not-for-profit organizations, addressing their unique financial challenges and helping them achieve their goals. Their client-centric approach, integrated solutions, and deep engagement ensure that clients receive personalized and trustworthy counsel.
As an employee-owned firm, Boston Financial Management prioritizes the best interests of their clients, offering a range of services including wealth management, estate financial planning, trust fiduciary services, and family office services. Their investment approach focuses on high-quality companies with stable cash flow, sustainable profitability, and conservative balance sheets. With a commitment to long-term relationships and a passion for helping clients preserve their lifestyle and legacy, Boston Financial Management is dedicated to providing peace of mind through active and conscientious management.
Generated from the website