Boston Private Wealth LLC

Boston Private Wealth is redefining wealth management as part of a larger organization with broad geographic reach, expanded capabilities and resources, plus access to full private banking and trust services. Our mission is to apply our unbiased advice and comprehensive wealth management services to each client’s unique circumstances and to chart a customized course to guide you along the path to financial success. We work with affluent individuals, business owners, entrepreneurs, private partnerships, nonprofits, family offices, and professionals in all types of industries – dynamic people who are innovating and contributing in their careers and their lives. Our team of experienced and knowledgeable professionals are committed to building enduring, thoughtful relationships with our clients, with one another, and within the communities in which we operate. Boston Private Wealth has a reputation as a premier provider of investment advisory and wealth management solutions designed to address the needs you have individually, for your family and as a living legacy. Our Vision Boston Private’s vision is to be the premier provider of wealth management and private banking services in the nation. Together with our parent company, Boston Private Bank & Trust, we are committed to providing a highly personalized, boutique wealth management experience to each Boston Private client.