Boston Standard Wealth Management is a brand that aims to help individuals optimize their financial lives in an environment of trust and confidentiality. With a focus on the region's reputation for academic excellence, technological innovation, and financial acumen, they deliver intellectually honest financial advice using the finest technology in asset management. Their services include private wealth management, where clients can seek expert help in organizing their finances to meet their life goals, whether it's planning for retirement, funding a child's education, or ensuring protection during unexpected events.

As a boutique firm, they offer a highly personalized experience, providing clients with a Certified Financial Planner™ who will partner with them in managing their finances. They value open and honest communication and are passionate about helping clients reach their goals. Boston Standard Wealth Management operates as an independent firm, ensuring unbiased counsel, as they are not owned by large brokerage houses or insurance companies.

They are fiduciaries, committed to working for their clients. With over 65 years of financial services experience, Boston Standard Wealth Management is dedicated to implementing the best products and technology available to execute sound investing principles for the benefit of their clients' bottom line