Blue Hills Wealth Management was established to provide comprehensive financial planning services

to the community. Our process starts with taking the time to truly listen to clients and

help them develop and eventually achieve their goals. We help people protect, grow, produce income and eventually pass-on wealth starting with a written financial plan to lay out the possible

options and paths a client can take and have confidence in. 

 

Sara and Dan are CERTIFIED FINANCIAL PLANNER™ professionals and
therefore follow an established process for financial planning, and act as fiduciaries to the client.

Our business model is to affiliate with top-tier partners such as our partnership with

Commonwealth Financial Network, and investment managers and strategists to deliver

on our commitment to providing big firm resources with a small firm attitude.