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
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
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
There are common mistakes you can avoid when saving for retirement.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Bonds may outperform stocks one year only to have stocks rebound the next.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?