Our Core Beliefs | Mark Govoni, President *
It Starts With a Plan
Whatever your individual needs, goals, or dreams are, success starts with a plan. That is why we begin every relationship by taking the time to understand you, your family, and your business or organization. We commit substantial resources to assess where you are today, understand where you want to go, and create a customized solution to help you get there.
A Holistic Approach
Proper wealth management considers all aspects of your financial life. Cash-flow, retirement plans, insurance, education funding, and taxes are all just a few of the pieces that need to work together as a whole. We take care to construct plans that are comprehensive and solutions that are understood. To that end, we encourage collaboration with your other advisors such as legal or tax counsel.
A plan without discipline has a limited chance of success. That’s why we remain with you every step of the way from planning through implementation and ongoing monitoring. When necessary, we make strategic or tactical adjustments. Our decisions on planning, asset allocation, and investment management are based on objective reasoning and centered on your success.
Incorporate your goals, values and objectives into our work
- Estate Planner
- Tax Advisor
Stay in touch with
open channels of communication
- Unlimited access
- Quarterly updates
- In-person meetings
- Dedicated service team
*The views expressed within are those of Boston Asset Management and are not to be considered a recommendation, offer or solicitation of any security. This is for informational purposes only and is not a solicitation or a recommendation that any particular investor should purchase or sell any particular security. This information is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.