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Boston Wealth Strategies

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Financial Services

About Us

"Boston Wealth Strategies, Inc. is a private wealth management firm focused on working with individuals, families and business owners. We collaborate with companies looking to enhance employee and employer services, with a special concentration in the Biopharma & Biotech spaces. We also work with multigenerational families looking to enhance and continue their legacies. Our firm is structured around holistic financial planning to consider your complete financial picture. At Boston Wealth, we serve as your advocate and financial coach, guiding you every step of the way. Our approach is not only shaped by our expertise, but by our life experiences and our first-hand knowledge that life-long goals truly matter."

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Boston Wealth Strategies Team

Rep/Contact Info

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Dan Berman
Client Service Associate
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Carolyn Denisi
Client Service Associate
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Jason Edinger
Chief Investment Officer
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Jack Heintzelman
Financial Planner
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Pat Hinton
Senior Partner
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John Killeen
Retirement Client Service Associate
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Caroline Knights
Director of Financial Planning Services
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Valerie McClendon
Financial Advisor
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Coley O'Donnell
Financial Planner
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Greg Pinto
Senior Partner
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Grace Sun
Paraplanner
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Dan Wagner
Senior Partner
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Azadeh Ward
Director of Client Services & Operations