The Boston Harbor
Experience


A Unique Approach.

Whether you are an advisor or a client, the culture of the company you work with matters. We wake up with one mission in mind – enhancing our advisor and client experience. We do this by letting our core principles guide our decision-making process each and every day.

Core Principles

ADVISOR EXPERIENCE

FOR ADVISORS. BY ADVISORS.

In our industry, most firms are offering advisors one of two things: independence and autonomy or tools and resources. What if you could have the best of both worlds? Meaning, the control and flexibility to run and own your business and work with clients your way, while leveraging a platform of industry-leading tools, technology, and resources that help you provide a world-class client experience. Our goal is to help you grow your business, while saving time and money.

Boston Harbor was built by people just like you – Financial Advisors. We understand the resources you need to run an efficient and profitable business because the executives of our company continue to work with clients. We are committed to our advisors and their clients because their success is our success.

CLIENT EXPERIENCE

A COMMITMENT TO ADVICE AND SERVICE

Many of us grew up in a world of sales quotas and product campaigns where clients’ interests took a back seat to commissions and revenue. It is no surprise that there is a bad stigma associated with our industry.

We believe clients deserve two things – advice and service. Our entire platform is built to help you offer clients exceptional advice and personalized service.

Our Life & Wealth Optimization process helps clients achieve their goals and increase lifelong financial independence, while reducing stress and enhancing their quality of life.

Life Wealth Optimization