BOSTONPREMIER WEALTH

Overview

Bostonpremier Wealth is an independent Registered Investment Adviser organized as a limited liability company and listed as SEC-registered in 2024. The firm serves both individuals and families as well as institutional clients and bills using a mix of percentage-of-AUM, hourly and fixed fees. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of outside advisers and pension consulting services. Bostonpremier Wealth also operates as an insurance broker and identifies itself as a capital allocator — indicating it sources and places client capital into third‑party managers and private deals in addition to managing public market exposure. Investment strategy leans to public funds as the core sleeve of client portfolios, supplemented by a material allocation to alternatives and structured products. The firm does not identify as an active ESG investor. Although filings list pension consulting among its advisory services, the firm’s snapshot registration does not classify it as a pension consultant. Bostonpremier Wealth maintains multiple physical offices across two states while its registration snapshot indicates it is not formally designated as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices