Boston Private Wealth

Financial Services - Gold Coast, Queensland, Australia

Boston Private Wealth Employees
Adam Trajer

Private Wealth Adviser

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Marisel Viotes

Jr Administrative Assistant/Receptionist

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Boston Private Wealth Details

We are a specialist boutique private wealth firm that creates financial solutions for high net worth individuals and families. Our advice and service also extends to family offices, estates, charities, trusts and schools.As a family's wealth grows so do the complexities around managing, preserving and passing on wealth to future generations. At Boston, we act as a central point of contact coordinating and managing all of your family's wealth and financial affairs. With a hands-on approach and global reach, our expertise delivers results and peace of mind across the dynamic financial landscape.We are forever committed to the best interests and financial security for our clients, using our knowledge, experience, and professional insight.Our service includes:- Self Managed Super Funds- Trusts- Wrap Accounts- Accounting- Tax Returns- Estate Planning- Personal Insurance

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Employees: 3
HQ: +61 7 5577 9711
Location: Gold Coast, Queensland, Australia
Revenue: 7M
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