Boston, MA Office

Fiduciary Wealth Partners provides wealth management, investment advisory, financial planning and consulting to high‑net‑worth individuals, family trusts, charitable trusts, foundations, retirement accounts and privately held companies. Services include both discretionary and non‑discretionary portfolio management, development of investment policy statements, coordination of tax and estate planning, and advice on private placements and alternative investments for accredited investors.

The firm tailors its recommendations through an initial and ongoing consultative process that assesses risk tolerance, time horizon and client objectives, and offers modular or comprehensive planning including family wealth education and governance. To implement client plans FWP typically allocates assets among Independent Managers, monitors manager performance, and may exercise discretionary authority where authorized while providing periodic reporting.

FWP’s reported regulatory assets (about $1.54 billion under management and approximately $2.4 billion of advisory activity) across roughly 109 clients reflects a concentration of larger accounts and a practice that does not serve lower‑net‑worth individual clients. The firm also occasionally serves as trustee for client accounts—creating custodial responsibilities subject to independent surprise examination—and generally works with multiple financial institutions rather than recommending a single broker‑dealer.