Blue Hills Wealth Management Employee Directory

Financial ServicesUnited States2-10 Employees

Plan Confidently. Live Comfortably.

BHWM provides solutions for those who are faced with life events that affect their finances. What are these life events? 

Well, they could be:
Retirement, Employment, Education, Family Care, Health Concerns, Selling/Buying a House, Saving/Debt
... Or maybe you are just simply overwhelmed with the complexity of your finances.

You want to make sure you are doing it right and with 30+ years of experience, big firm resources and a small firm feel, our advisors aim to help. 

We strive to bring simplicity to any financial life event. We aim to forge an honest partnership committed to giving you a plan that will make you feel confident about your financial future.






This communication is strictly intended for individuals residing in the states of AZ,CA,CT,FL,HI,IL,MA,MD,
ME,NC,NH,NY,PA,RI,SC,TN,VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network, member FINRA.org/SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered by Blue Hills Wealth Management are separate an unrelated to Commonwealth. Blue Hills Wealth Management, 36 Cordage Park, Suite 328, Plymouth MA 02360, 617.471.6800 Please review our Terms of Use here:  www.commonwealth.com/termsofuse.html

Find Blue Hills Wealth Management employees' phone numbers or email addresses

Blue Hills Wealth Management Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Blue Hills Wealth Management's Leadership

  • Stylized image of a person
    D. R.
    Financial Adviser, President
    Phone icon
  • Stylized image of a person
    S. R.
    Operations Manager
    Phone icon
  • Stylized image of a person
    Y. C.
    Member
    Phone icon
  • Stylized image of a person
    M. R.
    Marketing Support
    Phone icon
  • Stylized image of a person
    S. K.
    Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™
    Phone icon

Contact profiles from Blue Hills Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. R.
    Financial Adviser, President
    Phone icon
    United StatesMassachusetts
    Feb 22, 2025
  • Stylized image of a person
    S. R.
    Operations Manager
    Phone icon
    United StatesMassachusetts
    Oct 27, 2025
  • Stylized image of a person
    Y. C.
    Member
    Phone icon
    United StatesNew York
    Sep 10, 2025
  • Stylized image of a person
    M. R.
    Marketing Support
    Phone icon
    United StatesMassachusetts
    Aug 03, 2025
  • Stylized image of a person
    S. K.
    Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™
    Phone icon
    United StatesMassachusetts
    Nov 19, 2025

Frequently Asked Questions

What is Blue Hills Wealth Management known for?

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Blue Hills Wealth Management was founded in 1961 operates in the Financial Services industry. The company's main headquarters is located in 36 Cordage Park Circle, suite 328 Plymouth, Massachusetts 02360, US; you can contact the main corporate office by phone at . Explore Blue Hills Wealth Management's company overview page for more information.

What is Blue Hills Wealth Management's most common email format?

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Blue Hills Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Hills Wealth Management email formats with LeadIQ.

How many employees does Blue Hills Wealth Management have currently?

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Blue Hills Wealth Management has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Blue Hills Wealth Management's key employees and leadership?

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As of December 2025, Blue Hills Wealth Management's key employees include:

  • Financial Adviser, President: D. R.
  • Operations Manager: S. R.
  • Member: Y. C.
  • Marketing Support: M. R.
  • Financial Advisor*, Certified Financial Planner™, Certified College Funding Specialist™: S. K.

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