Marshfield, MA Office

BostonPremier Wealth provides financial planning, portfolio management, and retirement‑plan consulting to individuals (including high‑net‑worth clients), charitable organizations, and business clients. The five‑advisor team manages about $525 million across roughly 749 client relationships and offers clients access to Commonwealth’s PPS platform and related advisory programs.

The firm generally implements discretionary, model‑based portfolios using a top‑down asset allocation framework and may customize models or construct client‑specific portfolios when a model does not meet client needs. Advisors combine ongoing investment management with written financial plans, periodic reviews, and access to Commonwealth’s PPS Custom, Select, and Direct model offerings, with due diligence and monitoring performed on selected models and managers.

Distinctive features disclosed in the brochure include BPW’s operation as a licensed insurance agency, with many advisors licensed to sell insurance and the potential to receive separate commission compensation for those products. The firm also discloses the use of testimonials, endorsements, and paid referral/promoter arrangements in client acquisition, and describes platform benefits and advisor incentives received through its Commonwealth relationship (including benefits tied to Commonwealth’s acquisition by LPL), all of which are identified as potential conflicts and are addressed in its disclosures.