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Boston Financial Management, Inc.

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Boston Financial Management, Inc.

Overview:

Boston Financial Management is a wealth management firm serving individuals, families and endowments.

The combination of our independence, transparency, responsiveness, and quality-driven investment orientation results in the outcome we are solely and wholly focused on–your financial well-being.

History:

Boston Financial Management, Inc. was established nearly 40 years ago. We have grown into a successful, highly respected wealth manager, serving the investment and financial planning needs of individuals, families, and institutions.

At a time when the practices of some wealth management firms are being closely scrutinized, Boston Financial Management remains committed to consistently meeting or exceeding clients’ investment objectives and expectations.

We have a growing team of highly skilled Investment Managers, many of whom have been with the firm for many years and others who joined us more recently from larger investment management organizations. At the same time, we are actively mentoring our next generation of Investment Managers from a talented pool of internal candidates.

The deep investment expertise and well-developed relationship skills of our Investment Managers, fiduciary team, and support staff produce both competitive long-term results and ongoing client satisfaction – the two hallmarks by which we would like our company to be judged.

Boston Financial Management is an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. We wish to note that registration of an Investment Advisor does not imply any level of skill or training.

Additional information about Boston Financial Management, Inc. is also available on the SEC’s website at www.advisorinfo.sec.gov.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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