Boston Standard Wealth Management is a finance and wealth management firm founded in 2011 with a focus on delivering unbiased, conflict-free advice to clients. The company's approach emphasizes independence, client experience, due diligence, cost transparency, and intellectual honesty.
The firm prides itself on offering a boutique approach to financial services, providing clients with direct access to a Certified Financial Planner™ who personally guides them through their financial journey. The emphasis on independence is highlighted through the firm's status as an independent wealth management firm, free from ownership by large brokerage houses or public shareholders.
Additionally, Boston Standard prioritizes cost transparency, aiming to help clients understand the value they receive and compare it with alternatives. Furthermore, the firm emphasizes intellectual honesty, eschewing attempts to predict the future or time the market in favor of candid analysis of investments and long-term planning.
Overall, Boston Standard Wealth Management prioritizes trust, confidentiality, and client-centric financial optimization, positioning itself as an attractive option for individuals seeking personalized, unbiased wealth management services.
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