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Blue Hills Wealth Management

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website bluehillswm.com
Client types

Overview

Blue Hills Wealth Management provides financial planning services tailored to the needs of individuals and families. The company emphasizes a structured process, beginning with understanding client goals and creating a written financial plan. This approach helps clients explore their options for managing and distributing wealth, preparing for retirement, and planning for future financial needs.The firm is led by CERTIFIED FINANCIAL PLANNER™ professionals Sara and Dan, who adhere to fiduciary principles and a standardized planning process. Blue Hills Wealth Management collaborates with The AmeriFlex Group and other investment managers to offer a combination of resources and personalized service to meet client needs effectively.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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