A Partnership from the Start At Boston Wealth Strategies, we think differently about the value of financial advice. We believe the circumstances that represents your feelings and perceptions about wealth (such as income level, family values or life stage) can have an important impact on your financial frame-of-mind. Unlike some financial firms who deliver advice merely based on financial data, we consider your emotions, values and life ambitions just as much a part of the process. Boston Wealth believes greatly in donating and volunteering our time and giving back to our community. Please visit our website for the full list of companies we work with. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org and www.sipc.org a Registered Investment Adviser.