Broker Check

859 Willard Street, Suite 120
Quincy, Massachusetts 02169

617-934-1100
mbossey@bpwealthllc.com                                                 rmarini@bpwealthllc.com

Our Team One Adams Place Client Focus Boston Power Players

Welcome to BostonPremier Wealth, LLC

At BostonPremier Wealth, LLC we take a comprehensive approach to planning and look at your entire financial situation. Through the planning process we evaluate your current financial situation, help you set goals and work with you to implement your plan.  Then, with input from your other advisors, we monitor your progress and keep you up to date on changes that could affect your financial situation.

Unlike many firms, we take our time to learn about what's important to you and customize our services to meet your individual needs.  Our mission is to help you build and maintain wealth through a long term relationship based on trust, prudent advice, open communication and excellent service.

As independent advisors we offer objective advice.  Over the years, we have helped our clients weather the ups and downs of the stock market and economy by combining traditional relationships with cutting edge web based planning tools.  Our clients come from many walks of life including business owners, families, and non-traditional couples.  But they all have one thing in common - the desire to make the most of their financial resources.

Our services include -

Comprehensive Wealth Planning
Fee Based Financial Planning
Investment Management
Insurance Needs Analysis and Planning
Strategies for Business Owners

We thank you for visiting our website and encourage you to contact us to learn more about how we can help you take control of your financial situation.                     

Mark R. Bossey, CFP®  Ryan D. Marini, CMFC®

Founding Partner                        Founding Partner

                                                     

                   

Helpful Content

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

 

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

View all videos arrow