Broker Check

51 Mill Street, Suite 1
Hanover, Massachusetts 02339

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

Client Focus Personal Attention Client Appreciation Night at Granite Links Rightsizing for Retirement

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

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Jane Bond: Scaling the Ladder

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

View all presentations arrow

Saving for College 101

Here’s a crash course on saving for college.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

View all videos arrow