At The Boston Harbor Team, we’ve earned the trust and respect of many client families over decades. On each client’s behalf, we are proud to bring fresh ideas, introduce special opportunities, and create customized wealth building and wealth-preservation strategies.
We consider ourselves to be as highly motivated as the clients we serve – which says quite a bit, considering their stature as accomplished professionals and active members of their communities. Having received referrals to their colleagues, friends, and extended families, we now serve clients across New England and the nation.
With our well-rounded perspectives, varied ages and deep bench of seasoned support staff, we believe that we relate effectively to the urgent challenges facing clients at various stages of the wealth accumulation and transfer continuum. Critical to our approach is getting out in front of clients’ situations and transitions – helping them plan and prepare for likely and unlikely circumstances.
Our deep familiarity with clients allows us to craft highly customized, forward-looking strategies that can help satisfy their wide-ranging goals and values. We believe it is important that clients enjoy a positive wealth management experience – one that leads to the outcomes they envision for themselves and their families.
Ours is not a typical approach, because we do not serve "typical" clients. They include successful, often multi-generational families who have either created significant wealth, or are stewards of the fortunes built by others. Most often, they are referred to us by other clients, or attorneys and accountants who are familiar with our approach.
A hallmark of our approach is the close nature of the relationships we have with clients. We recognize clients' voices when they call, as well as their comfort with risk. We know what keeps clients up at night and what gets them up each morning. Above all, we know that both communication and performance matter to clients, and both are why we believe they choose us.
Many clients come to us looking for a trusted advisor whom they have read or heard about. Despite their wealth, many don't have a financial strategy or estate plan. We look to connect the dots in clients' complex financial lives with highly customized, tax-efficient strategies, in concert with their other advisors. We also aim to bring both spouses to the table, to agree on goals and concerns.
By staying in frequent contact, we can respond to clients' urgent needs as well as shifts in what they would like to accomplish long term. Being proactive also reflects our commitment – to educate clients on where they stand, what they own, and the impact of decisions on intergenerational wealth.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
