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TOP 30 Insurance for high net worth individuals in Boston, MA
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Highland Peak Wealth
Highland Peak Wealth is a prestigious financial institution located at 101 Federal Street in Boston, Massachusetts. As a fee-only, independent financial advisory firm, we specialize in providing comprehensive wealth management and financial planning services for High Net Worth Individuals, Families, and Institutions. Our dedication to eliminating conflicts of interest sets us apart, as we are not tied to any specific bank, brokerage, or insurance company for product distribution. This allows us to offer tailored solutions that best suit our clients' needs. Stay updated with the latest news and insights from Highland Peak Wealth, where our experienced professionals navigate the ever-changing market landscape with expertise. Contact us today to secure your financial future and embark on a successful journey towards your financial goals.
James Swallow Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
James Swallow Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 529 Main Street, Boston, Massachusetts, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral finance. James Swallow Jr is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with retirement planning, investment strategies, estate planning, or insurance products, James Swallow Jr has the knowledge and experience to help you achieve your financial goals. Contact him today to schedule a consultation and start planning for a secure financial future.
Vivek Mehra - Financial Advisor, Ameriprise Financial Services, LLC
Vivek Mehra is a Financial Advisor at Ameriprise Financial Services, LLC located at 60 State Street in Boston, Massachusetts, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products. Vivek Mehra is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding the highest ethical standards and continuously expanding his knowledge to better serve his clients' needs. Contact Vivek Mehra at Ameriprise Financial Services, LLC for expert financial advice and personalized wealth management solutions.
Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC
Welcome to Hillary Koritz Price, Financial Advisor - Koritz Wealth Strategies, LLC, where your financial future is our priority. Situated at 201 Jones Road in Waltham, Massachusetts, we specialize in providing comprehensive financial legacy solutions tailored to your unique needs. With over 20 years of experience, our firm is committed to helping you achieve both your short and long-term financial goals, ensuring that your wealth aligns with what matters most to you. At Koritz Wealth Strategies, we believe in a relationship-centric approach. We take the time to understand your goals, concerns, and risk tolerance, enabling us to offer personalized strategies for securing your family’s future. Our holistic and collaborative process often sees us acting as the 'quarterback,' bringing together your team of advisors to ensure a cohesive financial plan.
Walter & Shuffain, P.C.
Welcome to Walter & Shuffain, P.C., your trusted partner in accounting and finance located at One International Place, Suite 1010, Boston, Massachusetts 02110. With a deep bench of experienced professionals, we offer unparalleled guidance for business owners and investors, whether your holdings are domestic or global. Our expertise extends to high-net-worth individuals, providing insights on the areas that matter most to you. Stay informed with our updates on crucial topics such as the Supreme Court ruling on taxation of corporate-owned life insurance, essential estate planning strategies for preserving generational wealth, and the latest IRS digital asset tax reporting rules. At Walter & Shuffain, P.C., we are committed to leading your industry with precision and clarity. Contact us at 617.447.2700 to discover how we can support your financial journey.
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