Our Clients
Weston Financial counseling teams serve high net worth clients and their families throughout the country. Located west of Boston, Weston is situated in an area tremendously rich with successful companies, executives and professionals. Each client brings to Weston Financial his or her own life experiences, business achievements and personal goals. Therefore it makes sense that each client receives a customized wealth management plan and investment portfolio designed to meet their needs within their own risk tolerance.
Our clients include:- Senior level executives of publicly traded corporations,
- Founders of privately held companies,
- Entrepreneurs,
- Doctors, attorney and other professionals, and
- Companies that provide wealth management services for senior level executives.
Over the past 30 years Weston has designed many financial plans and implemented creative solutions for thousands of clients.
We maintain agreements with top national corporations in the high technology, biotechnology and financial services sectors.