https://www.youtube.com/watch?v=Y562MGO-ffwOur 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.
Work with members of your team.
- 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.
At Boston Asset Management, the client is at the center of everything we do. Not Wall Street. Not proprietary products. Not the daily noise of the markets. We pride ourselves on providing, objective, client-centered advice and disciplined ongoing solutions tailored to the client’s unique situation.
Client service doesn’t end with a well thought out solution. That’s just the beginning. From monitoring your investments and following through on the elements of your financial plan to regularly scheduled reviews, our portfolio managers, and relationship managers are there to assist you. We pride ourselves on accessibility and following through for you.
Life changes. Markets change. True advisory relationships are built to last. Our client relationships are founded on open communication, mutual respect, and trust. We are committed to earning your business every day.
As trusted advisors, we take seriously the need to keep all personal information completely private. And since many of our clients are household names, and many of our clients may personally know one another, we place the highest priority on your confidentiality.
What to Expect When you Become a Client of Boston Asset Management:
First, we will take the time to understand your current financial picture. Your assets (financial and real), liabilities, cash-flow, insurance, tax situation, and estate planning documents will be assessed. Once we understand where you are today, we will begin to truly understand where you want to be. What are your goals? What kind of future do you want for yourself and what kind of legacy do you want to leave behind? How do you feel about risk? What is truly important to your lifestyle today and into the future?
From there, the real work begins. We will develop a plan to get you from where you are today to where you want to be. We work diligently to fine tune the details, and communicate back and forth along the way. Once completed, we will deliver a comprehensive plan and walk through the details with you step by step. We will help you implement the plan and get you organized with a personal website that displays and tracks your financial life in one place.
Finally, we will provide ongoing service and regular updates on your progress. We will make changes as needed and be there for you to answer your questions or provide additional services that you may require.