Investment Management

The Burns & Levinson Asset Management team and their sub-advisors work to develop portfolios that suit current and future needs of their clients. Whether it is tax-conscious financial planning, retirement planning, or managing multi-generational wealth, we can provide comprehensive goal-oriented advice.

Family Office Services

Counseling our clients on philanthropic planning and managing cash and expenses are examples of the type of family office functions we perform. A commitment to high quality client service sets us apart.

Fiduciary Services

As a subsidiary of Burns & Levinson, a leading Boston-based law firm, we can provide our clients with access to the firm's legal services, such as tax preparation and trust and estate administration.