Lee Eudy is a CFP® and Series 66-registered advisor with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. The firm serves individuals, high-net-worth clients, trusts, and retirement plans, providing discretionary portfolio management, financial planning, and project consulting. Boston Standard Wealth Management manages approximately $647.6 million in discretionary assets and employs a tailored investment approach using ETFs, mutual funds, individual securities, and periodic rebalancing, with a focus on a smaller advisor team offering advanced retirement and tax expertise.

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.

Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.