Kevin is Managing Partner and Wealth Management Director at Boston Wealth Advisory Group. Kevin brings 25 years' experience in the finance and wealth management industry. Kevin is a Five Star Wealth Manager as seen in Fortune Magazine, Boston Magazine, and the Wall Street Journal.
Our goal at Boston Wealth Advisory Group is to help clients understand their entire financial picture. We help our clients make informed, confident decisions. We are very process-driven. Our process-driven approach ensures clarity, transparency, and alignment of our clients' goals.
At Boston Wealth Advisory Group, we believe our clients should know what they own and why they own it. Whether you're building wealth, protecting it, or planning for retirement, knowing what you own and why you own it is the foundation of a solid plan. We specialize in comprehensive asset and liability analysis, Investment strategy and portfolio optimization, retirement planning, insurance, and risk management.
Outside of work, Kevin enjoys ice hockey, golf, and spending time with his wife and three children.