TOP 30 Best Wealth management lawyers in Boston, Massachusetts

Estate Planning/Boston, a division of Gold Law Firm, LLC., is a trusted legal institution specializing in estate planning services. Located at 1 Hollis Street in Wellesley, Massachusetts, this law firm is dedicated to helping individuals and families protect their assets and ensure their wishes are carried out through comprehensive estate plans. With a team of experienced lawyers, Estate Planning/Boston provides personalized guidance and expert advice to clients seeking to secure their financial future and legacy. Trust in Estate Planning/Boston for all your estate planning needs.

Welcome to Boston Legacy Planning LLC, a premier law firm dedicated to providing expert estate planning and business transition planning services. Located at 275 Grove Street, Suite 2-400 in Newton, Massachusetts, our firm is strategically positioned just off Route 128, making us easily accessible to clients from Needham, Wellesley, Dover, Westwood, Brookline, and Boston. We also offer the convenience of online meetings to accommodate your busy schedule. At Boston Legacy Planning LLC, we understand that the challenges of probate and trust settlements often stem from human issues rather than legal complexities. Our mission is to provide legacy solutions that address these challenges, ensuring that your family's wealth remains protected from creditors, predators, and excessive taxation.

Welcome to Boston Law Group LLP, your trusted legal partner located in the heart of Newton, Massachusetts. Situated at 825 Beacon Street, our esteemed law firm is dedicated to providing comprehensive legal services tailored to meet the diverse needs of our clients. With a team of experienced and compassionate attorneys, we specialize in a wide range of practice areas, ensuring that you receive expert guidance and representation in every aspect of your legal journey. At Boston Law Group LLP, we pride ourselves on our commitment to excellence and personalized service. Our lawyers are not only knowledgeable and skilled but also deeply invested in achieving the best possible outcomes for our clients. Whether you require assistance with family law, personal injury, business litigation, or estate planning, we are here to support you with integrity and professionalism.

Mark Lawyer is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 11 Water Street in Arlington, Massachusetts. With years of experience in the finance industry, Mark provides expert advice and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Mark is here to help. Trust in Mark Lawyer and Ameriprise Financial Services, LLC to guide you towards a secure financial future.

Combies Hanson, P.C. is a renowned law firm located at 12 Ericsson Street in Boston, Massachusetts, United States. Specializing in a wide range of legal services, including litigation, corporate law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Combies Hanson, P.C. is the go-to choice for individuals and businesses seeking expert legal advice and representation. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Dennis P. Molinari Insurance is a trusted finance, insurance, and real estate agency located at 382 Boston Turnpike in Shrewsbury, Massachusetts, United States. With a commitment to providing personalized and comprehensive services, our team of experienced professionals is dedicated to helping clients protect their assets and achieve their financial goals. Whether you are looking for insurance coverage, real estate assistance, or financial planning services, Dennis P. Molinari Insurance is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your future.

Beacon Hill Insurance Agency, located at 125 Commercial Street in Lynn, Massachusetts, is a cutting-edge insurance agency that is changing the way individuals and businesses buy insurance. Our team is efficient, accurate, and dedicated to providing you with the best coverage at competitive prices. At Beacon Hill Insurance Agency, honesty is our top priority. You can trust us to always provide you with transparent and reliable information. We work with a variety of insurance companies to ensure that you are getting the lowest rates possible.

EJ Schneider, Esq. at Dalton & Finegold LLP Welcome to the professional legal services of EJ Schneider, Esq., a distinguished partner at Dalton & Finegold LLP, located at 99 Summer Street, Boston, Massachusetts. With a focus on providing exceptional representation to professional athletes and high net worth individuals and families, EJ Schneider specializes in the acquisition and disposition of real estate. His expertise extends to collaborating seamlessly with Realtors, concierge services, private banks, family offices, and trusted financial advisors, ensuring that no detail is overlooked for his clients.

Ebenezer Tax Services is a leading accounting and finance institution located at 100 Boston Street in Lynn, Massachusetts, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Our goal is to help our clients navigate the complexities of the tax system and maximize their financial well-being. Contact us today to schedule a consultation and see how we can assist you with all your tax needs.

The Law Office of John A. Laine, P.C. is a trusted institution located at 59 Water Street in Hingham, Massachusetts, United States. Specializing in Estate Planning, Elder Law, and Medicaid Planning, we proudly serve the South Shore of Massachusetts from Boston to the Cape. At our office, Attorney John A. Laine takes the time to listen to your concerns and educate you on the legal options available to protect your family's future. Whether you have questions about wills, trusts, health care proxies, or power of attorneys, we are here to help tailor an estate plan that meets your individual needs.

TAX-PRO Financial Services is a leading accounting and finance institution located at 25 Meridian Street in Boston, Massachusetts. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, our experts are here to assist you every step of the way. Trust TAX-PRO Financial Services to help you navigate the complexities of the financial world and achieve your financial goals.

AABCO Constables is a reputable institution located at 1415 Dorchester Avenue in Boston, Massachusetts, United States. Specializing in finance and police services, AABCO Constables is dedicated to providing top-notch financial solutions and law enforcement support to the community. With a team of experienced professionals, AABCO Constables is committed to ensuring the safety and security of all its clients while offering reliable financial advice and assistance.

Loring Wolcott & Coolidge is a reputable finance institution located at 230 Congress Street in Boston, Massachusetts, United States. With a legacy of providing top-tier financial services to clients, they specialize in wealth management, investment strategies, and financial planning. Their team of experienced professionals work closely with clients to help them achieve their financial goals and secure their financial futures. Trustworthy, reliable, and dedicated, Loring Wolcott & Coolidge is a trusted partner for all your financial needs.

Smart Family Trusts is a premier Massachusetts estate planning law firm with offices in Boston, Gloucester, and Plymouth. Our experienced attorneys provide trustworthy advice and excellent value to help you achieve your estate planning goals. We are dedicated to being a lifetime advisor to you and your family, offering guidance through life, business, and financial decisions. Our Managing Partner, Troy Sullivan, has over 20 years of legal experience and is known for his expertise in estate planning and probate administration. He is committed to serving clients in the Greater Boston Area, South Shore, Cape Cod & Islands, and all of the North Shore and Essex County.

David Marshall Datz, PC is a premier law firm located at 167 Commercial Street in Provincetown, Massachusetts. Specializing in Real Estate and Estate Planning Law, the firm focuses on ensuring that all aspects of your assets, including digital assets, are accounted for in your estate plan. With the addition of Michael Clancy and Ryan Cunningham to the Real Estate Practice, the firm offers expert advice on navigating the complex real estate market in Massachusetts, especially in the current "seller's market". Estate planning at David Marshall Datz, PC involves both basic and advanced plans to benefit you and your loved ones in the event of incapacity or death. By creating a plan now, you can choose appropriate fiduciaries, control the manner and timing of distributions, and avoid probate and minimize taxes. The firm also helps clients set up revocable living trusts to transfer assets and avoid probate proceedings.

Satran & Associates is a well-established law firm located at 4 Main Street in Orleans, Massachusetts. Since its founding in 1974, the firm has experienced significant growth and now has satellite offices in Edgartown, Nantucket, and Boston. Specializing in areas such as Estates, Wills and Trusts, Elder Law, Estate Administration, Corporate Law, and Business Succession Planning, the firm is dedicated to meeting the specific needs of its clients. The success of Satran & Associates can be attributed to the dedication, hard work, and experience of both the legal and support staff. The firm prides itself on creating a pleasant working environment that fosters constant interaction among staff members, ultimately benefiting their clients. With a diverse clientele that includes public corporations, commercial banks, individual clients, and small business corporations, Satran & Associates is able to handle a wide range of legal matters.

Guirado & Cantor Law, P.C. is a reputable finance institution located at 82 Cummins Highway in Boston, Massachusetts. With a team of experienced and knowledgeable professionals, they offer a wide range of legal services to help individuals and businesses with their financial needs. Whether you are looking for assistance with tax planning, estate planning, or business transactions, Guirado & Cantor Law, P.C. is committed to providing top-notch service and guidance to help you achieve your financial goals.

Solomon Solutions is a leading financial institution located at 1160 Washington Street in Boston, Massachusetts. With a strong reputation for providing top-notch financial services, Solomon Solutions offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Solomon Solutions has a team of experts ready to help you achieve your financial goals. Trustworthy, reliable, and dedicated to customer satisfaction, Solomon Solutions is the go-to institution for all your financial needs in the United States.

Marsden Law P.C. is a law firm located at 847 Washington Street in Holliston, Massachusetts, specializing in Estate Planning, Probate, Elder Law, and Wealth Management services for individuals and families. With over a decade of legal experience, our team is dedicated to providing compassionate and attentive legal counsel to clients in Metro West Boston who are in need of assistance with estate planning. Whether you have questions about Medicaid planning or need help avoiding probate, our experienced Massachusetts estate attorney can help analyze your situation and create a strong legal strategy to protect your interests and ensure your personal wishes are respected. Testimonials from satisfied clients highlight our commitment to guiding families through the complex process of Medicaid applications and long-term care planning, providing clear explanations and support every step of the way. No matter the size of your estate, Marsden Law P.C. can help you draft a comprehensive estate plan that includes essential documents such as a last will and testament, power of attorney, and guardianship provisions for minor children.

Generations Law Group, located at 111 Boston Post Road in Sudbury, Massachusetts, is a reputable law firm specializing in estate planning, probate, and trust administration. They offer valuable resources and online events to educate the community on important topics that affect families and individuals. From creating trusts to navigating long-term care planning, their team provides personalized and caring legal services to ensure that your loved ones are protected. Whether you are facing end-of-life decisions or need assistance with estate administration, Generations Law Group is there to guide you through every step of the process. With a focus on serving the "Sandwich Generation" and individuals in Andover, Acton, and Sudbury, they are dedicated to helping families across multiple generations plan for the future. Attorney Cathleen H. Summers has even been featured on WCVB Channel 5's Chronicle, sharing her expert advice on end-of-life care planning. Trust Generations Law Group to provide you with the support and guidance you need during life's most challenging moments.

Marshall, Crane & Grant, PC is a trusted law firm located at 69 Winn Street in Burlington, Massachusetts. Specializing in estate planning, our team of experienced attorneys serves clients throughout the Boston area. With a focus on building long-term relationships, we provide expert legal services to assist clients and their families through all stages of life. From drafting wills and trusts to navigating business planning and estate settlement, our dedicated team offers comprehensive solutions tailored to each client's needs. Our practice areas also include small business representation, family law, and elder law. Whether handling simple or complex matters, our collaborative approach ensures that clients receive the highest level of expertise and support. As a smaller firm, we prioritize personalized service, allowing us to be there for our clients during both joyful and challenging times. With compassion, understanding, and professionalism, we are committed to meeting the needs of our clients and their families.

Robert S. Grodberg, Esq. is a reputable law firm located at 111 Perkins Street in Boston, Massachusetts. Specializing in various legal services, the institution is led by experienced attorney Robert S. Grodberg. With a commitment to providing high-quality representation and personalized attention to each client, Robert S. Grodberg, Esq. is dedicated to achieving favorable outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the team at Robert S. Grodberg, Esq. is here to help. Contact them today to schedule a consultation.

Berid & Schutzbank, LLC is a reputable law firm located at 800 Turnpike Street in North Andover, Massachusetts. Specializing in various legal matters, our team is led by Eric, a thorough and results-driven attorney. Serving clients in the Merrimack Valley, Boston North Shore, and Southern New Hampshire regions, our family founded firm is dedicated to excellence, effective communication, and upholding the highest ethical standards. We prioritize our clients' needs by responding promptly to calls, providing thorough documentation, and keeping them updated on their case progress. Whether you are facing a divorce or considering a prenuptial agreement, Berid & Schutzbank, LLC is committed to providing you with the highest level of representation.

Ricciardelli & Small is a prestigious law firm located at 124 Main Street in Boston, Massachusetts. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in various practice areas. Our firm is known for our professionalism, integrity, and commitment to achieving the best possible outcomes for our clients. Whether you are facing a legal dispute, need assistance with a business transaction, or require legal advice, our team is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Law Office of Matthew Callis, located at 986 Saratoga Street in Boston, Massachusetts, is a trusted legal institution specializing in estate planning and ensuring that your medical wishes are properly documented. Attorney Callis can assist you in setting up the necessary documents to manage your affairs in case of an emergency, providing peace of mind for you and your loved ones. Don't wait until it's too late - schedule a consultation with Attorney Callis today to create an estate plan tailored to your specific needs.

Welcome to the Law Office of Ranen S. Schechner, located at 10 Cedar Street, Woburn, Massachusetts. Our firm is dedicated to providing personalized and comprehensive legal services to meet the unique needs of each client. With a commitment to excellence and a focus on achieving the best possible outcomes, we specialize in a wide range of legal areas including family law, criminal defense, personal injury, and estate planning. At the Law Office of Ranen S. Schechner, we understand that legal matters can be complex and stressful. Our experienced team is here to guide you through every step of the process, offering clear communication and a compassionate approach. We pride ourselves on building strong relationships with our clients, ensuring that you feel supported and informed throughout your legal journey.

Welcome to Paul F Murphy Law Offices, your trusted legal partner located in the heart of Boston at 8 Thomas Street, Massachusetts. With years of experience and a commitment to providing exceptional legal services, our firm specializes in offering personalized and comprehensive legal solutions tailored to meet the unique needs of each client. At Paul F Murphy Law Offices, we understand that navigating the legal system can be overwhelming. That's why our dedicated team is here to guide you every step of the way, ensuring you receive the support and representation you deserve. Whether you require assistance with family law, estate planning, real estate, or other legal matters, we are equipped with the knowledge and expertise to help you achieve the best possible outcome.

Welcome to Smeloff & Associates Law Offices, your trusted legal partner located at 12 Barbara Street, Boston, Massachusetts. With a commitment to providing exceptional legal services, our experienced team of attorneys is dedicated to addressing your legal needs with professionalism and integrity. At Smeloff & Associates, we understand that navigating the complexities of the legal system can be daunting. That's why we offer personalized and comprehensive legal solutions tailored to meet the unique needs of each client. Whether you require assistance with family law, estate planning, business law, or any other legal matter, our knowledgeable lawyers are here to guide you every step of the way.

Welcome to The Marques Law Firm, PLLC Located at 867 Boylston Street, 5th Floor, Suite 1881, in the heart of Boston, Massachusetts, The Marques Law Firm, PLLC is your trusted partner in navigating the complexities of estate planning and business law. Our mission is to ensure that your legacy endures for generations, providing you with peace of mind and a secure future for your loved ones.

Welcome to Mackey & Brown, Attorneys at Law Located at 14 Norwood Street in Everett, Massachusetts, Mackey & Brown, Attorneys at Law is a dedicated legal practice committed to serving clients across a wide range of communities. Our experienced team provides legal services to clients in Everett and the surrounding areas, including Charlestown, Chelsea, Malden, Boston, Somerville, Revere, Melrose, Winthrop, Cambridge, Allston, Brighton, Stoneham, Saugus, Arlington, Winchester, Wakefield, Lynn, Nahant, Newtonville, Jamaica Plain, Brookline, as well as Essex County, Norfolk County, and Suffolk County.