Wealth PartnersFagan, Boshart & Trumbull Wealth Management
Awards and Industry Recognition
Barron's
Forbes
Our team is intentionally built to help our clients articulate and achieve their financial goals.
Our nationally recognized, multi-generational team provides deep functional expertise to high-net-worth families. As one of Boston's leading wealth advisors, we center our practice on enabling our clients to meet their financial goals.
You benefit from our investment portfolio construction, comprising three areas of expertise that are very relevant for high-net-worth families:
- Municipal bonds
- Asset allocation and private investments
- Exchange-traded funds (ETFs)
We offer the J.P. Morgan Advantage—the firm's fortress balance sheet, #1 research team,1 robust alternative investments platform and a solid commitment to strengthening cybersecurity defenses. You can take comfort in knowing your wealth planning needs are being managed by one of the industry's strongest financial services firms.
We are passionate about giving back and in 2019, we launched the Financial Literacy for Youth (FLY) program that provides financial education to underserved individuals and communities throughout Greater Boston.
Meet Our Team
Specialist Resources
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
