BOSTON STANDARD WEALTH MANAGEMENT, LLC

Overview

Boston Standard Wealth Management, LLC operates as an independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm’s investment approach leans heavily on pooled public funds—primarily ETFs and mutual funds—to build core equity and fixed-income exposure, while maintaining a small direct-stock sleeve. Advisory services extend to small businesses and institutional clients and include pension consulting. Fee arrangements are flexible: percentage of AUM, hourly work, and fixed fees are all used depending on client needs. The firm does not position itself as an ESG-driven manager and is not set up as a multi-state adviser. Its custody relationship with a major broker-dealer supports a centralized operating model that favors liquid, scalable strategies for a concentrated base of moderately sized clients. Private placements are used selectively as the firm’s primary route into alternatives, indicating an openness to illiquid, third-party alternative managers for suitable clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices