Selecting the right wealth management firm in Boston, MA, can profoundly shape your financial future. Whether you’re building generational wealth, navigating retirement planning, or optimizing investment strategies, Boston’s top firms combine Ivy League-caliber expertise with bespoke solutions for executives, tech innovators, and multigenerational families. What distinguishes these advisors is their deep understanding of New England’s financial landscape, from tax-efficient strategies to philanthropic planning for high-net-worth individuals. With specialties ranging from endowment-style investing to legacy planning, these firms empower clients to make confident, forward-looking decisions. If you seek a trusted partner to align your wealth with your life’s ambitions, these standout Boston, MA, advisors deliver the sophistication and personalized service you deserve.
Wealth Manager To Consider in Boston, MA
- Concierge Wealth Management
- Munroe Morrow Wealth Management
- Atwater Wealth Management: Caroline A. Gaffney, CFP®, CFA
- Radius Wealth Management & Financial Advisor
- CW Advisors
- Modera Wealth Management – Boston, MA
- BRIDGE Wealth Management
- The City Point Wealth Management Group
- J P Marvel Wealth Management
- Rockefeller Capital Management
1. Concierge Wealth Management
Concierge Wealth Management offers bespoke financial solutions tailored to high-net-worth individuals and families seeking a personalized approach to wealth preservation. Based in the heart of Boston, their team combines deep expertise with a concierge-level service model, ensuring every client receives dedicated attention. They specialize in investment management, tax optimization, and legacy planning, helping clients navigate complex financial landscapes with confidence. With a focus on transparency and trust, they build long-term relationships that evolve with clients’ changing needs. Their commitment to excellence makes them a standout choice for those who value customized financial strategies.
🔹 Services: Wealth Management, Investment Advisory, Estate Planning, Tax Strategies, Philanthropic Planning
📍 Address: 346 Commercial St, Boston, MA 02109, United States
📞 Phone: (617) 600-4676
🔗 Website: Concierge Wealth Management
📧 Contact: jb@conciergewm.com
2. Munroe Morrow Wealth Management
Munroe Morrow Wealth Management provides sophisticated financial planning with an emphasis on holistic wealth strategies for professionals and business owners. Their Boston-based team excels in crafting customized portfolios that align with clients’ risk tolerance and life goals. They offer expertise in retirement planning, asset allocation, and multi-generational wealth transfer, ensuring financial security for future generations. Their client-first philosophy emphasizes education and proactive decision-making. With a reputation for integrity and innovation, they help clients achieve financial independence with clarity and purpose.
🔹 Services: Wealth Management, Retirement Planning, Asset Allocation, Business Succession Planning, Risk Management
📍 Address: 346 Commercial St, Boston, MA 02109, United States
📞 Phone: (617) 600-5488
🔗 Website: Munroe Morrow Wealth Management
📧 Contact: info@mmwealthmanagement.com
3. Atwater Wealth Management: Caroline A. Gaffney, CFP®, CFA
Atwater Wealth Management, led by Caroline A. Gaffney, delivers evidence-based financial planning with a disciplined investment approach. Located in Boston’s financial district, the firm serves executives, entrepreneurs, and retirees with tailored strategies for wealth accumulation and preservation. Their services include comprehensive financial planning, tax-efficient investing, and charitable giving strategies. Caroline’s dual certification as a CFP® and CFA ensures clients receive sophisticated, data-driven advice. The firm’s client-centric model fosters trust and long-term financial success.
🔹 Services: Wealth Management, Financial Planning, Tax-Efficient Investing, Charitable Giving Strategies, Retirement Income Planning
📍 Address: 176 Federal St, Boston, MA 02110, United States
📞 Phone: (617) 723-1439
🔗 Website: Atwater Wealth Management
📧 Contact: invest@atwaterwealth.com
4. Radius Wealth Management & Financial Advisor
Radius Wealth Management takes a goals-based approach to financial planning, helping clients in Boston and beyond achieve their aspirations through disciplined strategies. Their team specializes in investment management, retirement planning, and education funding, offering a full spectrum of wealth advisory services. They prioritize clear communication and proactive adjustments to keep clients on track amid market fluctuations. With a focus on building resilient portfolios, they empower clients to make informed financial decisions. Their collaborative process ensures each plan reflects individual values and priorities.
🔹 Services: Wealth Management, Retirement Planning, Investment Management, Education Funding, Financial Life Planning
📍 Address: 1 Marina Park Drive #1410, Boston, MA 02210, United States
📞 Phone: (617) 765-2200
🔗 Website: Radius Wealth Management
📧 Contact: team@radiuswealth.com
5. CW Advisors
CW Advisors, formerly known as Congress Wealth Management, is a Boston-based, independent registered investment advisor (RIA) offering comprehensive wealth management and investment advisory services to high-net-worth individuals and families across the United States. With over $9.7 billion in assets under management as of December 31, 2024, the firm operates 11 offices nationwide and employs a team of 111 professionals. CW Advisors distinguishes itself through a combination of collective expertise, a unified approach, and access to unique investment opportunities, crafting tailored strategies that adapt to clients’ evolving needs. Their services encompass wealth management, financial planning, investment strategies, and family office services, all designed to help clients build and preserve their financial legacies. In recent developments, CW Advisors expanded its national presence by acquiring Delta Financial Group, Inc., a fee-only RIA with $1.3 billion in assets under management located in Basking Ridge, New Jersey.
🔹 Services: Wealth Management, Retirement Planning, Asset Management, Nonprofit & Academic Financial Planning, Tax Mitigation
📍 Address: 155 Seaport Blvd, Boston, MA 2210
📞 Phone: 6174287600
🔗 Website: CW Advisors Group
📧 Contact: plonergan@congresswealth.com
6. Modera Wealth Management – Boston, MA
Modera Wealth Management is a fee-only firm offering objective, fiduciary advice to individuals and families in Boston. Their team integrates financial planning with investment management, covering retirement, estate, and tax planning. They emphasize low-cost, diversified portfolios designed to withstand market volatility. With a client-first ethos, they provide transparent, conflict-free guidance tailored to each client’s financial journey. Their collaborative approach ensures clients feel confident and informed at every stage.
🔹 Services: Wealth Management, Fiduciary Advisory, Tax Planning, Estate Planning, Investment Management
📍 Address: 535 Boylston St, Boston, MA 02116, United States
📞 Phone: (617) 247-0518
🔗 Website: Modera Wealth Management
📧 Contact: aliciap@moderawealth.com
7. BRIDGE Wealth Management
BRIDGE Wealth Management, affiliated with Ameriprise, delivers comprehensive financial strategies for professionals and families in Boston. Their advisors specialize in retirement income planning, investment management, and estate preservation. They take a personalized approach, ensuring each client’s financial plan aligns with their life goals. With a focus on building bridges to financial security, they help clients navigate transitions with confidence. Their strong client relationships are built on trust and results-driven advice.
🔹 Services: Wealth Management, Retirement Income Strategies, Investment Advisory, Estate Preservation, Business Planning
📍 Address: 60 State St Ste 2100, Boston, MA 02109, United States
📞 Phone: (617) 912-3195
🔗 Website: BRIDGE Wealth Management
📧 Contact: Drew.London@ampf.com
8. The City Point Wealth Management Group
The City Point Wealth Management Group, part of Morgan Stanley, serves high-net-worth clients with sophisticated wealth management solutions. Their Boston-based team offers expertise in portfolio management, philanthropic planning, and multi-generational wealth transfer. They leverage global resources to provide tailored strategies for complex financial needs. Their consultative approach ensures clients receive proactive, high-touch service. With a focus on legacy building, they help clients achieve both financial and personal aspirations.
🔹 Services: Wealth Management, Portfolio Management, Philanthropic Advisory, Family Office Services, Alternative Investments
📍 Address: 28 State St 26th Fl, Boston, MA 02109, United States
📞 Phone: (617) 946-5101
🔗 Website: The City Point Wealth Management Group
📧 Contact: john.f.toomey@morganstanley.com
9. J P Marvel Wealth Management
J P Marvel Wealth Management provides customized financial planning for executives, entrepreneurs, and retirees in Boston. Their team excels in investment strategy, tax planning, and risk management, ensuring clients’ wealth grows sustainably. They emphasize education, helping clients understand their options to make empowered decisions. With a boutique firm approach, they offer high-touch service and tailored solutions. Their commitment to client success has earned them a reputation for excellence.
🔹 Services: Wealth Management, Investment Strategy, Tax Planning, Risk Management, Executive Financial Planning
📍 Address: 265 Franklin St # 902, Boston, MA 02110, United States
📞 Phone: (617) 342-5600
🔗 Website: J P Marvel Wealth Management
📧 Contact: info@jpmarvel.com
10. Rockefeller Capital Management
Rockefeller Capital Management combines legacy expertise with modern wealth strategies for affluent families and institutions in Boston. Their advisors provide comprehensive services, including investment management, trust & estate planning, and family governance. With a focus on long-term stewardship, they help clients preserve and grow intergenerational wealth. Their global perspective ensures access to exclusive opportunities. The firm’s distinguished heritage underscores its commitment to excellence and client-centric values.
🔹 Services: Wealth Management, Trust & Estate Planning, Family Office Services, Institutional Advisory, Impact Investing
📍 Address: 99 High St Floor 17, Boston, MA 02110, United States
📞 Phone: (857) 504-8702
🔗 Website: Rockefeller Capital Management
📧 Contact: jeisenberg@rockco.com
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