Boston Asset Management Email Format
Investment ManagementFlorida, United States2-10 Employees
Boston Asset Management is a small, specialized investment management firm based in Clearwater, Florida. It offers a comprehensive suite of wealth management services designed to produce customized investment plans that align with clients' goals. The firm emphasizes understanding each client's needs before determining an asset allocation and strategy. Its service lineup includes wealth and asset management, retirement planning, and specialized support for athletes. Positioned within the investment management field, the company contrasts with larger institutions by focusing on individualized guidance and a hands-on approach. With a modest team, the firm serves individual clients seeking personalized financial oversight.