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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Here's a breakdown of how the federal government spends your tax money.
A look inside the U.S. government's statistics on household net worth.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
For many, retirement includes contributing their time and talents to an organization in need.
Do your insurance needs stay the same when the nest empties?
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are hundreds of ETFs available. Should you invest in them?
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?