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

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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.

 

 

Copyright © 2019 Blue Hills Wealth Management. All rights reserved

At Blue Hills Management, you are not only receiving investment advice but a comprehensive portfolio of planning services unique to your needs.

 

It starts with understanding. We listen to your needs, objectives and wants and do an in-depth check-up on your current finances. Then we deliver a customized package of services and advice programmed with your priorities in mind.

 

 

 

PLANNING SERVICES

The following are the categories of planning services we offer. Each category consists of different service and product offerings meant to support your plans through all life stages.

Click & Explore:

 

Our process is designed to deliver our clients planning services that make them feel confident and in control of their financial futures.

 

OUR CLIENTS

Generally, our clients tend to fall into one or more of the following circumstances:

Retired or 

Pre-Retired Couples

Small Business Owners

Young Professionals

Most importantly, our clients want a long-term relationship with a trusted professional 

& are genuinely nice, open-minded and enjoyable people to work with.

We are pleased to say that many of our clients have been referred to us from loyal clients we have had the pleasure of working with for years.

 

 

CASE STUDIES

The preceding is a hypothetical case study and is for illustrative purposes only.  Actual performance and results will vary.  This study does not represent actual clients but a hypothetical composite of various client experiences and issues.  Any resemblance to actual people or situations is purely coincidental.

In a world where you have millions of choices, we prefer to be transparent and up-front about our fees and our value. It doesn't need to be confusing or complicated, and it's our goal to make you confident & comfortable.

Your initial consultation is free of charge.

1

A flat project fee is quoted for your financial plan at the end of your consultation- price dependent upon level of sophistication required.

2

Our Ongoing Planning Services are generally paid for via an asset-based fee, deducted quarterly from your account. We will provide this fee schedule at your initial consultation along with additional information about our firm.

3

If a commission based product (insurance as an example) is used, we discuss this in advance, and it is excluded from the asset based fee.

4

 
 

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