Plan Confidently.
Live Comfortably.



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617.471.6800
1

Big Firm Resources

By partnering with Commonwealth Financial Network, we can offer you the same financial products, research, and technology as any downtown firm.

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2

Small Firm Attitude

We are truly independent financial advisors, working one-on-one with our clients to develop customized strategies that place their goals first.

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3

Decades of Experience

With more than 70 years of combined experience, we’ve seen the ups and downs, and are able to identify trends before they emerge, allowing us to help minimize your risk.

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What path are you heading down?

Giving people the tools they need to plan confidently, and live comfortably.

Where are you on your life journey?

  • Are you retiring?
  • Setting up a college fund?
  • Running your own business?
  • Looking for a safer route that minimizes risk while protecting assets?
  • Interested in legacy planning and leaving behind gifts for your family or a favorite charity?

With more than 70 years of combined proven wealth management experience, Blue Hills Wealth Management can provide you a complete financial picture, help you navigate risk, and guide you down the best path to achieving your financial dreams. 

Contact us today to start your individual journey! 

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* Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.  For more information please visit www.fivestarprofessional.com

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S.