Best Wealth Management Companies in Boston

Manent Capital specializes in financial planning and investment management for professionals seeking clear guidance and confidence in their financial goals. The team offers comprehensive services including high net worth advisory and personalized investment strategies. Clients appreciate the approachable, knowledgeable support and detailed explanations throughout the planning process.

Charles Schwab offers a variety of investment products and brokerage accounts designed to help align your financial actions with your goals. The local team provides knowledgeable guidance and free workshops on saving and investing, though some clients note appointment scheduling can be slow. Customers appreciate the friendly service and expert advice.

BNY Mellon Wealth Management combines global financial expertise with personalized service, focusing on customized strategies across borrowing, investing, spending, managing, and protecting wealth. The team uses innovation and technology to address evolving client needs, helping individuals confidently navigate both expected and unexpected financial challenges.

Morgan Stanley Smith Barney LLC and its affiliates, Morgan Stanley Financial Advisors, Morgan Stanley Private Wealth Advisors, and Morgan Stanley Financial Advisors ("Morgan Stanley") offer "investment advice" about a retirement plan, individual retirement account, or Coverdell education saving account ("Retirement Account"). Morgan Stanley is a fiduciary as defined by the Employee Retirement… more...

Morgan Stanley Smith Barney LLC and its affiliates, Morgan Stanley Financial Advisors, Morgan Stanley Private Wealth Advisors, and Morgan Stanley Financial Advisors ("Morgan Stanley") offer "investment advice" about a retirement plan, individual retirement account, or Coverdell education saving account ("Retirement Account"). Morgan Stanley is a fiduciary as defined by the Employee Retirement Income Security Act of 1973, as amended ("ERISA"), and/or the Internal Revenue Code of 1987 ("Code") as applicable. Morgan Stanley is not considered a fiduciary under ERISA or the Code if it provides investment education, accepts orders without solicitation, or does not offer "investment advice". For more information regarding Morgan Stanley's role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. The tax laws can be complex and are subject to changes. Morgan Stanley cannot provide legal or tax advice. Before establishing a retirement account, individuals should consult their legal and tax advisors. For matters related to taxation or tax planning, consult your tax advisor. Your attorney should be consulted for trust and estate planning, charitable gift planning, and any other legal issues.

Paceline Wealth Management provides financial planning and investment advice to clients throughout the United States, including the Boston region. Our clients receive a customized financial plan and manage their investments. We also actively seek ways to improve our financial position. Paceline assists tech executives and physicians in navigating the financial challenges they face. We offer a mix… more...

Paceline Wealth Management provides financial planning and investment advice to clients throughout the United States, including the Boston region. Our clients receive a customized financial plan and manage their investments. We also actively seek ways to improve our financial position. Paceline assists tech executives and physicians in navigating the financial challenges they face. We offer a mix of professional-grade resources and concierge services. Our clients are located throughout the United States, including the Boston area. Jeremy Bohne is a Cornell MBA who founded Paceline. His professional experience includes comprehensive financial planning, institutional investing, management consulting, and insurance. His investment knowledge, listening skills, and attention to detail are highly valued by clients.

Artemis, a Boston-based fee-only wealth management company serving private clients is independent and located in Boston. Artemis is an independent fiduciary and fee-only company that offers highly customized financial planning and sustainable investing. Clients receive the same level of expertise as large financial institutions, but with the personal attention and care that only boutique advisory… more...

Artemis, a Boston-based fee-only wealth management company serving private clients is independent and located in Boston. Artemis is an independent fiduciary and fee-only company that offers highly customized financial planning and sustainable investing. Clients receive the same level of expertise as large financial institutions, but with the personal attention and care that only boutique advisory firms can offer. Every plan that we create is completely customized to meet the needs of our clients. We offer services for individuals as well as couples. We provide specific recommendations that can be implemented and will help you get closer to achieving your long-term goals, no matter where you are at. The foundation of our approach is clear investment goals and diversification. We also screen for ESG risk factors and ensure efficient execution. Our dynamic asset allocation system seeks excess returns by diversifying across all asset classes. We also consider market segments, risk factors, and markets.

Our firm is a nationwide, independent investment management company that places our clients and people first. Our goal is to create a legacy and passion through wealth preservation and growth. We offer plans that are custom tailored to our clients. We don't tell you what to do when you are working with us. Instead, we take the time to listen. It's not all about fitting you into a plan. We take… more...

Our firm is a nationwide, independent investment management company that places our clients and people first. Our goal is to create a legacy and passion through wealth preservation and growth. We offer plans that are custom tailored to our clients. We don't tell you what to do when you are working with us. Instead, we take the time to listen. It's not all about fitting you into a plan. We take the time to understand you and your goals. We can create a customized financial plan that will help you achieve your goals. Our clients are always our top priority. Congress Wealth Management is a strategic partner with Congress Asset Management Company. We are able to combine our oversight and strategic planning with the execution of detailed strategies that were previously only available to institutional investors. We are able to create optimized portfolios that maximize potential returns for given levels of risk. Our goal is to provide objective advice in reaching your goals, managing risk, and transparency regarding fees and investments. Each asset we manage is kept in an individual custodial account. Regular audits, reviews, and performance reports are done by independent fiduciaries who can verify that all information has been properly interpreted and acted upon.

RBC Wealth Management is redefining the expectations of a full-service financial firm. We are proud to be one of Wall Street's most trusted financial institutions. These elements make us the perfect fit for your needs. We have a reputation of integrity built on sound financial decisions and client needs. This is why we deeply care about the careful management of wealth that has been entrusted. We… more...

RBC Wealth Management is redefining the expectations of a full-service financial firm. We are proud to be one of Wall Street's most trusted financial institutions. These elements make us the perfect fit for your needs. We have a reputation of integrity built on sound financial decisions and client needs. This is why we deeply care about the careful management of wealth that has been entrusted. We are a leader in global financial services and offer a wide range of resources as well as a depth of expertise that will help clients to build, sustain, share, and enjoy their wealth. While our first priority is always the intelligent and prudent management of financial assets, we also have a responsibility to be responsible stewards to clients, communities, employees, and the environment. Because we are proud to stand out from our peers and serve our clients well, it is something that makes us proud. You are invited to see the RBC Difference for yourself. We would love to meet with you, whether you are a client looking to improve your portfolio or a potential client. To set up a meeting, please click Contact Us.

Atwater Wealth Management’s foundation is you. We listen, we ask questions, and we engage in dialogue…with you. Our goal is to understand not only your finances but also your life. We work together to build a robust wealth management strategy that is comprehensive, sophisticated, and long-term. Our integrated and efficient approach to managing wealth is based on ours. Philosophy: As fiduciaries… more...

Atwater Wealth Management’s foundation is you. We listen, we ask questions, and we engage in dialogue…with you. Our goal is to understand not only your finances but also your life. We work together to build a robust wealth management strategy that is comprehensive, sophisticated, and long-term. Our integrated and efficient approach to managing wealth is based on ours. Philosophy: As fiduciaries for our clients, Atwater Wealth Management operates in the most autonomous way to best serve you. Freedom and Flexibility: As independent advisors, we have the ability to design and implement dynamic investment strategies. Depth and Breadth: We meet our client’s complex needs by offering comprehensive solutions. We maintain an enduring focus on simplifying our clients’ financial lives.

In 2013, Mark G. McGonagle established Chestnut Hill Wealth management group. McGonagle, the Managing Director of Chestnut Hill Wealth Management Group, has twenty years of investment experience. He designs strategies that help families and individuals with many financial planning questions. McGonagle also has extensive knowledge of various foundations, endowments, and corporate 401k or pension… more...

In 2013, Mark G. McGonagle established Chestnut Hill Wealth management group. McGonagle, the Managing Director of Chestnut Hill Wealth Management Group, has twenty years of investment experience. He designs strategies that help families and individuals with many financial planning questions. McGonagle also has extensive knowledge of various foundations, endowments, and corporate 401k or pension plans. McGonagle holds a Master of Business Administration degree from Boston College's Wallace E. Carroll School of Management and a Bachelor of Science from Northeastern University in Economics. He has held the positions of Branch Manager, Registered Principal, and Financial Advisor in his time as an Investment Advisory and Brokerage Industry professional. McGonagle, a registered broker at The Financial Industry Regulatory Authority (FINRA), has FINRA Series 7, 24, 63, and 65 certifications. McGonagle is a veteran of serving as Chair for various committees at charitable foundations. McGonagle resides in Wayland MA with his children. He enjoys coaching and leading various activities. Additionally, Mr. McGonagle is a keen golfer, skier, and squash player.