Boston Wealth Management

Meet Our Wealth Management Team in Boston

Planning for the future can be equal parts exciting and nerve-racking. By thinking long term, you’re challenged to think about events you can and can’t predict — events that can be highly emotional, complex, and even stressful in nature. At Aspiriant, we’re committed to making our clients feel good about what lies ahead, and that starts with proactive, intelligent, and empathetic planning.

Our Boston wealth managers provide comprehensive wealth management, financial planning, and investment management to high-net-worth individuals and families.

Outside of the office, Aspiriant’s Boston team is also highly active in the local community and prioritizes giving back. As part of Aspiriant’s annual Day of Giving initiative, the team has supported and volunteered with organizations such as Gibney Dance, the Food Bank for New York City, City Harvest and the Bed-Stuy Mobile Market, Together We Rise, and the Greater Boston Food Bank. We’re proud of their commitment to enriching the lives of others, whether it be Aspiriant’s clients or the Boston-based citizens who need it most.