BOSTON HARBOR BY THE NUMBERS
AUM ($ BILLIONS)
Assets Under Management (AUM) – Currently Boston Harbor Wealth Advisors Manages $3.4 Billion. BHWA’s AUM Has Grown From $100 Million To $3.4 Billion In Just Over Six Years!
REVENUE ($ MILLIONS)
Boston Harbor Wealth Advisors Revenue in Our Six Years of Growth
SUCCESSION PLANS
Our Unique Value Proposition Offers Advisors The Flexibility To Define When And How They Want To Slow Down And Transition Responsibilities To Our Team.
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.
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.
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.
TOOLS & RESOURCES
BUSINESS RESOURCES – SAVE TIME & MONEY
Bookkeeping, Accounting, Projections, Profit & Loss Management
Strategy Development & Timeline Management, Ticker Review & Product Portability, RJ, Transition Consultant, On-site Coaching, ACAT Reimbursement
Fully Integrated RJ Technology Platform, Flexibility for Third Party Tools, RJ Box
Survey of Available Space, RFP's, Leased Negotiations, Office Buildouts and Setup
CLIENT RESOURCES – SCALABLE SOLUTIONS
THE BOSTON HARBOR EXPERIENCE
“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.
RAYMOND JAMES PARTNERSHIP – BETTER TOGETHER
We live in a complicated world. Technology is constantly changing and the regulatory environment is increasingly challenging. This is why we knew we needed our financial advisors to partner with the culture of a family business and the scale and resources of one of the largest wealth management firms in the industry.
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.
(978) 767-8667
M-F: 8:30am-5pm, S-S: Closed
BHWA COMMUNICATIONS LIST
OUR LOCATIONS
900 Cummings Center, Suite 201U
Beverly, MA 01915
T: 978.279.9100
Mansfield, MA 02048
T: 508.337.4552
45 Lyman Street, Suite 14
Westborough, MA 01581
T: 508.622.3340
F: 978.221.2485
Pittsfield, MA 01201
T: 413.339.2100
Plymouth, MA 02360
T: 508.209.6589
445 Hutchinson Ave, Suite 860
Columbus, OH 43235
O: 380.444.5888
One Foxhill Drive, Suite 120
Walpole, MA 02081
Bedford, NH 03110
T: 603.429.0968
Cleveland, OH 44113