A complete list of active advisors currently associated with Boston Standard Wealth Management, LLC

Warmer can help you find a great advisor at Boston Standard Wealth Management, LLC or one who fits your needs even better.

Boston Standard Wealth Management serves individual and high-net-worth clients, trusts, estates and retirement plans, providing discretionary portfolio management, financial planning and project-based consulting. The firm reports managing about $647.6 million on a fully discretionary basis for roughly 393 clients and operates with a four-advisor team across two offices. The firm builds an Investment Plan through one or more discovery meetings and implements that plan on a discretionary basis, typically allocating principally to exchange-traded funds with selective use of mutual funds, individual stocks, bonds, options and margin when appropriate. Accounts are reviewed internally at least monthly and clients are asked to meet at least annually; financial planning is generally delivered as part of ongoing wealth management rather than as a standalone service. Noteworthy aspects relative to peers include the combination of substantial AUM with a small advisory team and an exclusive focus on discretionary management (the brochure discloses no non-discretionary assets). The firm also provides ERISA retirement-plan consulting and can serve as a 3(38) investment manager, works with legacy annuity cases when exit costs are prohibitive, maintains insurance-licensed advisers who may receive commissions, and relies on Schwab’s institutional platform—an arrangement the brochure notes can provide operational benefits to the firm while creating potential conflicts of interest.

To learn more about the advisors currently working at Boston Standard Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.