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 individuals, high‑net‑worth clients, trusts and retirement plans, providing discretionary portfolio management, ongoing financial planning and project consulting. The firm reports approximately $647.6 million in discretionary assets under management and works with several hundred client relationships. The firm develops a tailored Investment Plan for each client and typically implements it using exchange‑traded funds with selective use of mutual funds, individual securities and periodic rebalancing; accounts are managed on a discretionary basis with at least monthly reviews and an annual client meeting. Financial planning is generally integrated into the wealth management relationship, and the firm also offers retirement‑plan advisory services, including both non‑discretionary plan advice and the option to act as a discretionary ERISA §3(38) investment manager when retained. Several features differentiate this firm from many peers: it manages a relatively large asset base with a small advisor team, maintains staff with advanced retirement and tax credentials (including CFP and retirement‑income designations and an attorney with an LL.M. in taxation on staff), and explicitly employs a broader trading toolkit—margin and options strategies, occasional alternative vehicles—and provides assistance with costly legacy annuities and plan fiduciary governance. The firm also relies on institutional custody and trading arrangements while generally providing verbal client reporting unless written reports are requested.
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.
Name |
Location |
Years of experience |
|---|---|---|
Winchester, MA
| 22
| |
Winchester, MA
| 15
| |
Winchester, MA
| 0
| |
Winchester, MA
| 15
|
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