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INDEPENDENCE & AUTONOMY OR TOOLS & RESOURCES...WITH BOSTON HARBOR YOU HAVE BOTH.

BHWA offers advisors, control and flexibility to run and own your business and work with clients your way, while leveraging a platform of industry-leading tools, technology, and resources that help you provide a world-class client experience.

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FOR ADVISORS.
BY ADVISORS.

Boston Harbor was built by people just like you – Financial Advisors. We understand the resources you need to run an efficient and profitable business because the executives of our company continue to work with clients.

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OUR MISSION

Our mission is to help advisors achieve independence on their terms. Boston Harbor Wealth Advisors is hybrid RIA firm associated with World Investment Advisors, specializing in succession planning and helping advisors go independent.

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BOSTON HARBOR BY THE NUMBERS

AUM ($ BILLIONS)

REVENUE ($ MILLIONS)

SUCCESSION PLANS

WHO WE SERVE

Wherever you are along your journey to independence or succession, we’ve got the personal support and custom solutions you need to take you there.

INDEPENDENT SUCCESSION

You’ve spent years building your business then the unexpected happens, Do you have a Succession Plan firmly in place? Most advisors don’t.

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EMPLOYEE SUCCESSION

Succession is not something you figure out at the end of the journey; it is never too early to have a plan as it is an essential part of client service.

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SUPPORTED INDEPENDENCE

It’s your business, we think you should decide how to run it. We offer you support, freedom, and the flexibility to build your business as you see fit.

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TOOLS & RESOURCES

BUSINESS RESOURCES – SAVE TIME & MONEY

Payroll, Hiring & Training, Policies & Procedures, Business Structure & Operating Activities, Employment Agreements, M&A Contracts. Business Insurance (Errors & Omissions, General Liability, Personal Property, Workers Compensation

HUMAN RESOURCES →

Audits, Suitability, Outside Business Activities, Advertising & Correspondence, Licensing & Registration

COMPLIANCE →

 Bookkeeping, Accounting, Projections, Profit & Loss Management

FINANCIAL MANAGEMENT →

Strategy Development & Timeline Management, Ticker Review & Product Portability, RJ, Transition Consultant, On-site Coaching, ACAT Reimbursement

TRANSITION SUPPORT →

Fully Integrated RJ Technology Platform, Flexibility for Third Party Tools, RJ Box

TECHNOLOGY →

Survey of Available Space, RFP's, Leased Negotiations, Office Buildouts and Setup

REAL ESTATE →

CLIENT RESOURCES – SCALABLE SOLUTIONS

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CLIENT EXPERIENCE →

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INVESTEMENT MANAGEMENT →

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FINANCIAL PLANNING →

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MARKETING & BRANDING →

THE BOSTON HARBOR EXPERIENCE

THE PERFECT BALANCE FOR SUCCESS

True advisor independence
Fiduciary responsibility & client advocacy
Customized, institutional-quality platform
Open architecture supporting multiple tech solutions
Access to leading investment products
Extraordinary service & expert advice
Buying power of a substantial network
A partnership among the industry’s top advisors

LET'S TALK

“Boston Harbor offers the perfect balance for success, they provided me the flexibility and support that I need and want as a business owner.”

– Scott T.

CONTACT US

Independence. It sounds great, but is it really that easy? Whether you’re an employee advisor or you have been running your business for years, there is a lot of responsibility. We are here to provide solutions to reduce the time and energy that is required of today’s business owners.

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