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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.

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OUR TEAM

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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.

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SARA ROMAINE KAPPOS

Financial Advisor

CFP®, CCFS™

Sara is our next (and 3rd) generation planner. She’s a methodical planner with a creative and compassionate flair.

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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!

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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.

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John Peters

Client Service and Planning Support

John is a retirement planning specialist with 30+ years of experience, focusing  on helping people reach their retirement goals. Outside of finance, his passions include food and travel—He holds a Certificate of Cuisine from the Cordon Bleu.

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Teddy

Dogrector of Happiness

Teddy is a 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.

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