David Lessner's Contact Details

David Lessner's Company Details

Boston Harbor Wealth Advisors

Acton, MA, US • 20 - 49 Employees
Financial Services

Boston Harbor Wealth Advisors specializes in comprehensive financial planning and goal oriented investment management for individuals, families, and businesses. Our investment management philosophy revolves around the alignment of your financial resources with the vision and goals you have for your life – both today and tomorrow. So rather than chase returns or try to "beat the market,"​ as some do, we manage investments around the prudent pursuit of your objectives. This is where life and wealth optimizations come into play. It helps bring a personal balance to life because each is aligned with the other – asset management based around goals and goals based on what can be afforded.The result is an investment experience that rests upon long-term goals and expectations. Should conditions change, adjustments can be made accordingly with forethought and purpose, rather than implemented by imprudent reaction. After all, reducing financial stress is one of life's most sought after goals, and one we're more than happy to pursue with you.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important disclosures: http://raymondjames.com/smicd.htm. Boston Harbor Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc and Boston Harbor Wealth Advisors.