Boston Standard Wealth Management

Boston Standard Wealth Management offers personalized guidance and comprehensive wealth management services to help individuals, families, and businesses achieve their financial goals. Founded on the belief that genuine partnerships create lasting success, we tailor our strategies to each client's unique needs, aspirations, and financial situation.

Our Approach - Founded on Trust and Transparency

We believe in building lasting relationships based on trust and open communication. Our independent status allows us to deliver unbiased advice without the conflicts of interest that can arise in large financial institutions. Our fee structure is transparent and aligned with your goals, ensuring your financial success is our priority.

1. Comprehensive Wealth Planning

• Goal setting and risk analysis
• Comprehensive financial plan creation
• Investment portfolio management
• Retirement planning and optimization
• Estate and legacy planning

2. Investment Management

• Custom portfolio construction based on individual needs and goals
• Active portfolio monitoring and rebalancing
• Access to sophisticated research and technology
• Collaboration with leading investment firms

3. Financial Guidance & Education

• Personalized financial planning workshops
• Educational resources and tools
• Financial counseling and goal setting support

Meet Our Team

Lee G. Eudy, CFP, AAMS: Founder and CEO

Dena G. Catino: Client Service Specialist

Robert W. Tafuri, CFP: Wealth Management Advisor

More Than Just Numbers

We believe financial planning is about more than just numbers. It's about understanding your aspirations, anxieties, and dreams. We're dedicated to providing a supportive environment where you can openly discuss your financial concerns and collaboratively create a plan that aligns with your life goals.

Ready to take control of your financial future?

Schedule a complimentary consultation with us and discover the benefits of personalized wealth management.