Boston Wealth Management
Boston, Massachusetts
45 Newbury Street
Ste. 404
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...
View ProfileAndrew Richardson, CFP®
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
I help our clients live a richer life by providing a worry-free tax planning and complianc...
View ProfileLynne Yu, CPA
As an advisor at Brighton Jones, I work with a team of dedicated individuals to help our c...
View ProfileMadison Amsberry, CFP®
I serve as the Personal CFO for a select number of successful families. We use a consultat...
View ProfileMichael Battaglia, CFP®
I strive to understand what is most important to clients both in their personal and financ...
View ProfileSam Cregg
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
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