Broker Check

51 Mill Street, Suite 1
Hanover, Massachusetts 02339

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

Other Services

Risk Management


  • Disability Income Insurance
  • Long-Term Care Insurance
  • Life Insurance
  • Group Health Insurance
  • Insurance Policy Review
  • Policy Status & Loans
  • Group Benefits
  • Key Person Plans

Tax Planning Strategies


  • Strategies to Defer/Reduce Income Taxes
  • Traditional & Roth IRAs
  • Qualified Retirement Saving Plans
  • Asset Liquidation
  • Business Structure
  • Opportunities for Business Owners
  • Executive Benefit Plan Design Assistance

Investment Management


  • Asset Allocation
  • Portfolio Rebalancing
  • Dollar-Cost Averaging
  • Educational Saving Plans
  • Tax-Advantaged Portfolios
  • Options & Restricted Stock

Retirement Planning


  • Required Minimum Distributions
  • Pre-Age 59½ Distribution Strategies
  • Rollovers
  • Pension Income Alternatives
  • Social Security
  • Annuitization & Income
  • Monte Carlo Analysis
  • Tax-Advantaged Retirement Plans

Estate & Business


  • Review Estate Documents
  • Beneficiary Audits
  • Capital Transfers
  • Planning for Families with Special Needs Children
  • Estate Liquidity
  • Charitable Giving Strategies
  • Business Succession Planning
  • Buy-Sell Arrangements

"Asset allocation does not ensure a profit or protect against a loss. Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price levels of such securities. An investor should consider their ability to continue purchasing through fluctuating price levels. Such a plan does not assure a profit and does not protect against loss in declining markets."