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Typical Client
 Back Bay Financial Group (BBFG) has many types of clients, including professionals and business executives, small business owners, widows and widowers, single individuals, married and unmarried couples, pre- and post-retirees, and those with sudden wealth either via an inheritance or the attainment of stock options grants. We do not provide stand alone plans or hourly consultations.
Clients who truly value an ongoing and proactive service model are best served by our advisors. Our professional staff is organized around the exclusive delivery of comprehensive, multi-disciplined advice and investment implementation. While we serve clients along a broad financial spectrum of net worth, for new clients we are specifically interested in individuals and families with investible assets of $1 million to $20 million, or endowments and foundations with $5 million to $50 million.
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