Boston Standard Wealth Management, LLC

Boston Standard Wealth Management, LLC (CRD# 156452) is a financial advisory firm headquartered in Winchester, MA. They manage $451,523,150 in 1,567 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    452
    MILLION
  • Total Number of Accounts
    1,567
    ACCOUNTS
  • Average Account Value
    $288,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, ME, NH, NY

Financial Advisors at Boston Standard Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Zachary C. Bouchard
CRD#: 4656054
31 Church St. # 3, Winchester, MA 01890

Zachary Bouchard (CRD# 4656054) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 20 years of experience in the finance industry.

2
Lee G. Eudy
CRD#: 4673674
31 Church St. # 3, Winchester, MA 01890

Lee Eudy (CRD# 4673674) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 20 years of experience in the finance industry.

3
Robert W. Tafuri
CRD#: 4656056
31 Church St. # 3, Winchester, MA 01890

Robert Tafuri (CRD# 4656056) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 20 years of experience in the finance industry.

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