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
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A four-step framework for building a personal legacy.
Understanding how a stock works is key to understanding your investments.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
Here’s a crash course on saving for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.