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
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Marriage changes everything, including your insurance needs.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?