Boston Wealth Advisory Group

EST. AUM
$170,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number
Website bostonwealthadvisorygroup.com
Client types

Overview

Boston Wealth Advisory Group is an independent financial advisory firm that recently joined Diversify's wealth management platform. The firm, founded by financial advisors Marcus Papajohn and Kevin O'Sullivan, focuses on providing a personalized, boutique-style approach to a diverse range of clients, with a particular emphasis on serving first responders, nurses, and other community heroes.

Platform Details

Investment Preferences

Alternative Activity