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Comprehensive Wealth Management
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Why Use Wealth Management Services?
Clients frequently seek the advice of a professional Wealth Manager when they lack the time, knowledge, inclination and temperament to "go it alone" in personal wealth management areas. They also seek organization, structure and a disciplined approach to their financial lives. A Wealth Manager keeps you apprised of the myriad of tax laws and economic events that affect your well being. Your cash flow needs and tax situation are integrated into your portfolio design and financial goals, and your holdings are reviewed on an ongoing basis and adjusted as needed. Periodic performance reports and commentary are provided. Wealth management objectives are clearly defined, and a customized asset allocation design is created to ensure a clear understanding of your investment and personal goals.
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 Full-service comprehensive financial planning and investment advice is our product, and finding solutions for you is our priority. We work diligently to achieve the optimum competency in our field and strive for the highest standards of proficiency, and all six of our Wealth Managers are Certified Financial Planners™ (CFPs®).
Back Bay Financial Group’s integrated wealth management approach begins with a financial plan. Our Wealth Managers listen to your concerns, goals and requirements, and they incorporate your evolving objectives and changing life circumstances into a rational strategy to achieve those goals. Our ongoing, customized financial planning will adapt as your situation changes, and we perform this critical step in-house, rather than subcontracting it to other firms.
Our approach to wealth management also encompasses professional investment advice and management. Once your wealth management objectives are clearly defined in the financial planning process, a customized asset allocation program is created to assist you in reaching your financial and investment goals. Your cash flow needs and tax situation are integrated into your portfolio design, and your holdings are reviewed on an ongoing basis and adjusted as needed. Each portfolio is customized based on these unique considerations. The size of portfolios may allow the use of specialized investment vehicles, such as private money managers, tax advantaged investments or individual securities in addition to bonds and equities.
 Integrating our investment advisory services with ongoing financial planning enables us to provide advice regarding a client’s financial situation, and at any time, we can tell you how your portfolio is performing. Performance reports and commentary are provided on a quarterly basis, and our Wealth Managers keep you apprised of the myriad of tax laws and economic events that affect your well being.
Our Wealth Managers are competent, focused, and ready to provide you with the highest level of service. Our investment services and financial planning is tailored to your unique needs, and at Back Bay Financial Group, you’ll get the personal attention and customized advice you deserve.
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