You have worked hard for your money—so we work hard to make sure most of it stays with you and your family. We will work with your attorneys to make sure the legacy plans you have defined are implemented, matching your legacy and ensure we’ve minimized potential tax burdens wherever possible.

  • Charitable Giving Plans

  • Minimizing Estate Tax Impact

  • Naming & Updating Beneficiaries

  • Coordination with Legal Professionals

Have You Planned Your Legacy?


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.


300 Crown Colony Drive 

Quincy, MA 02169

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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 FINRASIPC, 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.



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