
Wealth PartnersBurns Nevins Wealth Management Group
Awards and Industry Recognition
Forbes
Who we are
Burns Nevins Wealth Management Group is an experienced, conscientious team with a practice that revolves around you. We make every effort to understand your financial life—where you are, where you want to go and the dynamics that might help or hinder progress.
We are guided by a staunch dedication to the highest principles and an unwavering commitment to the individuals and families we serve.
As students of the industry, we are well versed in capital markets history, state-of-the-art technologies and wealth management best practices. Our group strives to be a knowledgeable, reliable resource for your important financial decisions.
What we do
Our process begins by gaining a deep understanding of your situation and the life you envision. Together, we will formulate a plan to help pursue your best life.
In developing a course toward your desired financial future, we construct sensibly allocated, globally diversified portfolios specifically tailored to balance your need, willingness and ability to assume risk.
Working toward what you value most takes a coordinated effort and a clearly defined path. Burns Nevins Wealth Management Group can help you remain disciplined and maintain a constancy of purpose throughout your investment endeavors.
Our team is particularly adept at helping to navigate significant decisions with often competing priorities. We are committed to exemplary service, clear communication and holistic financial counsel.
Why us
Our insight and experience can help you manage the benefits, challenges and unforeseen events that investors are likely to encounter.
Providing knowledgeable, personalized advice, guidance and service through both calm and volatile financial times takes a concentrated, coordinated effort from a highly organized team.
Our group is diligently committed to a world-class client experience. We believe a deep understanding of each client's circumstance is among the reasons we have engendered long-standing relationships, which often span multiple generations.
Burns Nevins Wealth Management Group will always be evolving, yet our overriding principles remain the same. As the world around us changes for better or worse, our commitment, compassion and investment acumen will always be working for you with the goal of delivering an outstanding wealth management experience.
Meet Our Team
Insights

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now