Bostwick Walters Wealth Partners

Bostwick Walters Wealth Partners is a finance institution located at 100 Cummings Center in Beverly, Massachusetts, United States. Our team is dedicated to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges with an elevated level of service. With locations in Wellington, Florida and Beverly, Massachusetts, we empower decision making with expert guidance, offering seamless financial management for families and individuals. Our network delivers a full suite of financial solutions to ensure stability for today and the future, helping clients invest intelligently in their communities.

We offer bespoke investment strategies aligned with your financial objectives, providing access to a sophisticated platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our resources for objective, holistic advice. Led by your private advisor, our dedicated team can assist with day-to-day finances and create a financial plan designed to grow with you on your wealth journey.

Our comprehensive services cater to various trusts, offering fiduciary oversight, account management, and assistance with distributions and bill-pay services. We consider not only your current needs, but also your passions, life goals, and legacy for yourself and your family. Through our Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to focus on what matters most to you.

At Bostwick Walters Wealth Partners, we are confidantes, counselors, and navigators dedicated to managing the complexities of family and wealth. Our mission is to serve you and your family, providing expert guidance and solutions to help you achieve your financial goals.