Find a Financial Advisor in Boston

Connect Your Money with Your Life

Our financial advisors in Boston work with families and businesses to develop personalized plans that correspond with life goals and are easy to understand. For us, it’s about making the complex simple. As financial advisors, our role is to help you be confident about your money, lifestyle and goals.

Our team of financial advisors make it their purpose to develop personalized financial plans that support and lift the goals of families in the greater Boston area and beyond.

Our comprehensive wealth management includes financial planning, investment management, tax efficiency planning, risk management, retirement planning, estate planning, and trust services. 

OUR FOCUS IS TO CONNECT YOUR MONEY WITH YOUR LIFE.

Wealth Management

Financial Planning

Investment Management

Resources

Investment Process

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

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The Sustainable Edge

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:

Amazon   Barnes & Noble

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.

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HOW FAR ARE YOU From Being Ready for Retirement?

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Our Advisors

Andrew Nigrelli

AIF®, RFC®, CMFC®
Managing Director, Partner & Wealth Advisor

Patrick Healy

CFP®
Wealth Advisor

Primary Services Areas:
Boston, Waltham, Norwell, Weston, Newton, Needham, Natick, Hingham, Cohasset, Hanover, Weymouth, Plymouth, Duxbury, Holliston, Hopkinton, Norwood, Westwood and more.

Disclosures:
This location offers advisory services only and is not affiliated or registered with Cetera Advisor Networks LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.