ABOUT
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.
OUR TEAM
DANIEL ROMAINE
Founder and Financial Advisor
CFP®,ChFC®,CLU®,AIF®
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
Vice President and Financial Advisor
CFP®, CCFS™
Sara is our next (and 3rd) generation planner. She’s a methodical planner with a creative and compassionate flair.
SUE ROMAINE
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!
MAUREEN ROMAINE
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.
Hannah DeChristoforo
Senior Marketing and Design Specialist
Hannah brings a creative touch to the firm, helping our client experience feel polished, friendly, and easy to follow.
Jennifer Zemotel
Client Service Associate
Meet Jen, a client services associate with 25+ years of experience in the financial services industry. She’s passionate about community service and enjoys outdoor activities with her two children. Jen looks forward to building meaningful relationships with our clients!
Michael Powers
Paraplanner
Mike is a financial services associate with three years of experience, dedicated to assisting our advisors and their clients with achieving their financial goals. Outside of work, he enjoys fishing, golfing, and spending time with his girlfriend.
Cindy Balsamo
Virtual Client Service Support
Cindy is a dedicated client service professional who brings over 20 years of experience helping clients feel supported and cared for. Her strong communication and relationship-building skills help create a smooth, reliable experience for every client she works with.