Boston Wealth Strategies

Categories

Financial Services

About Us

We are focused on helping clients across generations. We look forward to providing future generations of clients with the support and guidance they need to make sound decisions.

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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