BOSTON WEALTH MANAGEMENT, LLC
BOSTON, GA

Boston Wealth Management (BWM), located at Beacon Capital Management Advisors in Copley Square, Boston, Massachusetts, offers comprehensive financial advice to individual investors, small business owners, and corporations across Massachusetts. Recognized for their expertise in retirement plan management supported by relationships with numerous 401k providers, BWM aids clients in navigating the corporate retirement plan marketplace effectively. Beacon Capital Management Advisors is an Accredited Business of the Better Business Bureau since 2004 and provides tailored wealth management services using managed accounts that emphasize custom solutions. Managed accounts offer detailed investment strategies without proprietary mutual funds or sales charges, focusing on diversification and portfolio monitoring. BWM's fee-based program ensures objective advice through risk-based portfolio management and asset allocation. In addition to individual services, Beacon Capital Management Advisors supports clients with saving for education through 529 plans and diverse retirement plan funding. All offerings are subject to quarterly reviews and performance assessments to adapt portfolios as per market conditions or changes in personal circumstances. Operating under the status of Florida.Models.Dos.FloridaCompanyStatus and headquartered at 19595 US HWY 84 EAST, BOSTON, GA with mailing address in Boston, FL, BW provides professional advice across Massachusetts. The company is registered in 50 states, managed by executives including Matthew Carlton and James Mjr. Groover, and has a filing number L16000139512 since its incorporation on July 25, 2016. For further information about their services, potential clients can visit BWM's website at bostonwealthmanagement.com.