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ABOUT US
Blue Hills Wealth Management was established to provide comprehensive financial planning services
to the community. Our process starts with taking the time to truly listen to clients and
help them develop and eventually achieve their goals. We help people protect, grow, produce income and eventually pass-on wealth starting with a written financial plan to lay out the possible
options and paths a client can take and have confidence in.
Sara and Dan are CERTIFIED FINANCIAL PLANNER™ professionals and
therefore follow an established process for financial planning, and act as fiduciaries to the client.
Our business model is to affiliate with top-tier partners such as our partnership with
Commonwealth Financial Network, and investment managers and strategists to deliver
on our commitment to providing big firm resources with a small firm attitude.
OUR CLIENTS
Generally, our clients tend to fall into one or more of the following circumstances:
Retired or
Pre-Retired Couples
Small Business Owners
Young Professionals