Welcome to Blue Hills Wealth Management.
Our family owned and run business has a unique aspect to it. We have refined the process of understanding relationships and learning to present concepts in clear and understandable ways over three generations of Advisors.
We offer our perspective to those searching out a caring environment with over 60 years of delivering the “real” talk that family is known for. We partner with the best in the business to deliver the services of the big guys, with small firm attitude. Join our family to experience planning from your point of view, born from relationships and delivered by credentialed professionals.
Founder and Financial Advisor
Dan is our visionary and pioneer. The only thing that outshines his wit is his planning experience. He aims to make all his clients and their families feel at home at blue hills.
SARA ROMAINE KAPPOS
Sara is our next (and 3rd) generation planner. She’s a methodical planner with a creative and compassionate flair.
Client Service Manager
Our problem-solving mechanic, who works tirelessly to make our clients lives a bit easier. There’s no one you’d rather have in your corner!
Client Relationship Manager
Maureen is the office “mom” that helps make sure our clients have everything they need to feel like they are a part of the family.
Dogrector of Happiness
Teddy is a new member of the team that you may see lying around the office.
He's Sara's Mini Goldendoodle, but acts more like a Mini Human.
He's mostly a big sack of hypo-allergenic cuddles.