Clear & Objective
Investment Solutions
We are advisors of the Bulfinch Group, an Independent Wealth Management Firm in the Greater Boston Area working with individuals, families and Business Owners.
Our Services
With a team full of experts, we offer a wide range of services for all aspects of your financial planning journey. From retirement planning to wealth transfer advice, we have everything you need to provide financial stability.
A Dynamic Team -Based Process
An endeavor that includes you, relevant family members, our team and coordination with outside professionals.
Our Practice
We are located at 160 Gould Street, Needham Heights MA, 02494
Independent and Impartial
We have access to a variety of different fund managers and investment products. We are agnostic when it comes to picking investments for you. We look to align the investment fund/manager based on your goals and objects
Every Client Situation is Unique
We recognize that there is no one-size fits all strategy. We thoroughly review your financial position, delivering a plan with you in mind. We look to help you achieve your financial dreams and aspirations
