verticallogo_transparent (2).png

  • HOME

  • ABOUT

    • Team

  • SERVICES

    • Planning
    • Clients
    • Process
    • Fees
    • Case Studies

  • LEARN

    • COVID-19 Updates & Resources
    • Blog

  • CONTACT

    • Contact
    • Make a Meeting
    • Complimentary Initial Consultation

  • LOGIN

  • More

    Use tab to navigate through the menu items.
    MAKE A MEETING
    • All
    • Goal Planning
    • Semi-Retirement
    • Life on Purpose
    • Cash Flow
    • Education Planning
    • The Market
    • Risk Management
    • Retirement Planning
    • Medicare/Medicaid
    • Business Planning
    • Aging
    • Tax Planning
    • Personal Finance
    • Estate Planning
    • Investment Planning
    • Home
    • Spending & Saving
    • Market Update
    • Market Thoughts
    • Employee Benefits
    • Dan's Posts
    • Sara's Posts
    • COVID-19
    • Healthcare
    • Employee Benefits
    • Cyber Safety
    Search
    5 IRA Misconceptions and How You Can Make the More Informed Choice
    Dan Romaine, CFP®, AIF®, ChFC®
    • Apr 20, 2020
    • 6 min

    5 IRA Misconceptions and How You Can Make the More Informed Choice

    Kids Grow Like Money
    Dan Romaine, CFP®, AIF®, ChFC®
    • Aug 7, 2019
    • 4 min

    Kids Grow Like Money

    5 Ways to Quick Start an Investment Plan
    Dan Romaine, CFP®, AIF®, ChFC®
    • Jun 20, 2019
    • 1 min

    5 Ways to Quick Start an Investment Plan

    Who Will Take Care of Mom?
    Dan Romaine, CFP®, AIF®, ChFC®
    • Jun 20, 2019
    • 5 min

    Who Will Take Care of Mom?

    Double Duty - How to Handle YOUR Savings!
    Dan Romaine, CFP®, AIF®, ChFC®
    • Jun 20, 2019
    • 3 min

    Double Duty - How to Handle YOUR Savings!

    12
    3
    BLUE HILLS 
    WEALTH MANAGEMENT

    Plan Confidently. Live Comfortably.

    We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.

    617-471-6800

    300 Crown Colony Drive 

    Quincy, MA 02169

    Form CRS: Client Relationship Summary

    Client Logins

    Investor360
    eWealthManager

    About

    Process
    Team
    Sara Kappos
    Dan Romaine

    Resources

    Free Initial Consultation
    Make a Meeting
    Events
    Blog
    Case Studies
    Free Risk Analysis
    FAQ
    Site Map
    Join Our Community
    • Facebook - White Circle
    • LinkedIn - White Circle
    • Twitter - White Circle

    Check out the background of this investment professional on FINRA's BrokerCheck >>

    This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 

     

    Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services and College Planning services offered by Blue Hills Wealth Management and College Funding Solutions are separate and unrelated to Commonwealth.

     

     

    Copyright © 2020 Blue Hills Wealth Management. All rights reserved