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BrokerCheck.

(508) 276-1098

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WELCOME TO BOSTON WEALTH MANAGEMENT LLC.

Boston Wealth Management LLC. was founded with the goal of assisting our clients
in every aspect of their financial lives. We strive to provide amazing personal
service, with a focus for earning a reputation for excellence in our industry.
For each of our clients we help create financial stability and independence.

Our company is based on the principle that education and understanding of your
current financial situation is vital to successfully make prudent decisions
concerning your future financial condition.










CLIENT CENTERED

Without any conflicts of interest we put your needs first.

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CONFIDENCE | TRADITION | EXPERIENCE


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LATEST NEWS


5 JULY 2017
BOSTON WEALTH MANAGEMENT, LLC RECEIVES 2017 BEST OF WAYLAND AWARD

Boston Wealth Management, LLC has been selected for the 2017 Best of Wayland
Award in the Financial Advisory Services category by the Wayland Award Program.
Each year, the Wayland Award Program identifies companies that we believe have
achieved exceptional marketing success in their local community and business
category. These are local companies that enhance the positive image of small
business through service to their customers and our [...]

Read more



IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker-dealer, investment adviser, BD agent or IA rep registration requirements,
as appropriate. Follow-up, individualized responses to persons in a state by
such a firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of
broker-dealer, investment adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.

CONTACT

Boston Wealth Management

Office: (508) 276-1098

Fax: (508)-276-1289

286 Boston Post Road

Wayland, MA 01778

Phillip Wong Registrations, Series 6, 7, 24, 26, 63, 66, Investment Advisor
Representative

PWong@BostonWealthMgt.com



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Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Phillip L Wong is an Investment Advisor Representative that offers securities,
advisory, and insurance services through Osaic Wealth, Inc.,
member FINRA/SIPC and a registered investment advisor. In this regard, this
communication is strictly intended for individuals residing in the states of:
CA, CT, CO, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH,
OR, PA, RI, TN, VA, & VT. 
No offers may be made or accepted from any resident outside the specific states
referenced.

Securities, insurance, and advisory services offered through Osaic Wealth, Inc.,
member FINRA/SIPC. Additional insurance services offered through Boston Wealth
Management, LLC, which is not affiliated with Osaic Wealth, Inc.