Boston Harbor Wealth Advisors
Financial Services • 
Westborough, Massachusetts, United States • 21-50 Employees
Company overview
| Headquarters | 1400 Computer Dr, Suite 201, Westborough, Massachusetts 01581, US |
| Phone number | +13804445888 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
Key Contacts at Boston Harbor Wealth Advisors
Liz Whalen
Director Of Finance
Samuel Chamberlain
Managing Director & Financial Advisor
Kelsea Yeskevicz
Director Of Client Services
Michael Hulett
Managing Director
Boston Harbor Wealth Advisors Email Formats
Boston Harbor Wealth Advisors uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@bostonharborwealth.com), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@bostonharborwealth.com | 50% |
{first name}.{last name} | john.doe@bostonharborwealth.com | 38.9% |
{first initial}{second initial}.{last name} | jo.doe@bostonharborwealth.com | 11.1% |
About Boston Harbor Wealth Advisors
Boston Harbor Wealth Advisors specializes in comprehensive financial planning and goal oriented investment management for individuals, families, and businesses. Our investment management philosophy revolves around the alignment of your financial resources with the vision and goals you have for your life – both today and tomorrow. So rather than chase returns or try to "beat the market," as some do, we manage investments around the prudent pursuit of your objectives. This is where life and wealth optimizations come into play. It helps bring a personal balance to life because each is aligned with the other – asset management based around goals and goals based on what can be afforded. The result is an investment experience that rests upon long-term goals and expectations. Should conditions change, adjustments can be made accordingly with forethought and purpose, rather than implemented by imprudent reaction. After all, reducing financial stress is one of life's most sought after goals, and one we’re more than happy to pursue with you. Securities offered through World Investments, Inc., member FINRA/SIPC. Advisory services offered through World Investment Advisors, LLC. World Investments, Inc. is affiliated through common ownership with World Investment Advisors, LLC.
Boston Harbor Wealth Advisors revenue & valuation
| Annual revenue | $3,500,000 |
| Revenue per employee | $125,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Boston Harbor Wealth Advisors has 16 employees across 5 departments.
Departments
Number of employees
Funding Data
Boston Harbor Wealth Advisors has never raised funding before.
Boston Harbor Wealth Advisors Tech Stack
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