Business Details
15 Years
experience
Your Trusted Financial Advisers in Winchester, MA
Boston Standard Wealth Management delivers intellectually honest financial advice rooted in academic excellence and technological innovation. Our firm combines time-tested principles with modern asset management technology to help clients achieve long-term financial goals. We specialize in retirement planning, education funding, and risk management, prioritizing fiduciary responsibility and client confidentiality. Our boutique approach ensures personalized service through certified financial planners who address individual needs with transparency and intellectual honesty.We implement innovative portfolio solutions while maintaining cost efficiency to maximize wealth growth. As an independent firm, we focus exclusively on client interests through a fee structure aligned with their success. Our commitment to sustainability extends to both financial planning and environmentally responsible office practices.
Services
Private Wealth Management
Financial Planning
Investment Management
Insurance Planning
Tax Efficiency Strategies
Retirement Planning
Estate Planning
Portfolio Rebalancing
Sustainable Investing
Fiduciary Advisory
Details
- Year established: 2011
Highlights and features
- We operate as fiduciaries, prioritizing your financial interests above all else
- Our transparent fee structure ensures no hidden costs in financial management
- We implement Nobel Prize-winning research in portfolio construction methodologies
- Our team includes Certified Financial Planners with decades of combined experience
- We offer sustainable investment solutions aligned with environmental values
Associations and certifications
- Certified Financial Planner Board of Standards
- U.S. Securities and Exchange Commission (SEC)
Services
Private Wealth Management
Our private wealth management services create customized financial strategies aligned with individual life goals. We integrate investment management, tax planning, and risk assessment to optimize financial outcomes. Our fiduciary approach ensures clients receive transparent advice prioritizing their long-term interests through market cycles.
Financial Planning
We develop detailed financial plans addressing retirement, education funding, and estate strategies. Our process includes analyzing current assets, projecting future needs, and creating actionable implementation steps. Certified planners work closely with clients to ensure ongoing alignment with evolving life circumstances and market conditions.
Investment Management
Our investment management utilizes Nobel Prize-winning research and behavioral finance principles. We construct globally diversified portfolios tailored to risk tolerance and time horizons. The approach emphasizes cost efficiency, tax optimization, and systematic rebalancing to maximize long-term returns while minimizing volatility.
Insurance Planning
We assess clients' insurance needs through comprehensive financial analysis. Our licensed advisors help implement life, disability, and long-term care coverage solutions. We coordinate with existing employer benefits to ensure adequate protection while minimizing unnecessary duplication or costs.
Sustainable Investing
Our sustainable investing services create portfolios aligned with environmental and social values. We incorporate ESG factors while maintaining diversification and return objectives. The approach combines responsible investment choices with rigorous financial analysis to support both client values and wealth preservation goals.
People
Lee G. Eudy
Certified Financial Planner
Lee Eudy founded Boston Standard in 2011 after 8 years at American Express. He specializes in technology sector compensation planning and holds a CFP designation. With expertise in incentive stock plans and deferred compensation, he serves analytic professionals in technology and life sciences fields.
Robert W. Tafuri
Certified Financial Planner
Rob Tafuri co-founded Boston Standard with expertise in financial software applications. A CFP since 2011, he focuses on client service and portfolio modeling. He graduated from Boston College with dual degrees in Finance and Business Management.
Zachary C. Bouchard
Managing Partner
Zach Bouchard oversees operations and compliance at Boston Standard. With 20+ years in financial services, he holds CMFC and CRPC designations. He implements sustainable practices in both office operations and investment platforms.
Dena G. Catino
Client Service Specialist
Dena Catino manages client scheduling and financial analyses. A Suffolk University finance graduate, she brings 12 years of investment firm experience. Her attention to detail ensures accurate data management and client communication.
Colleen M. Connor
Client Service Specialist
Colleen Connor supports client operations with purchasing and organizational expertise. She transitioned from corporate procurement roles to financial services, focusing on client support processes and administrative coordination.
Questions
What services does Boston Standard Wealth Management offer?
We provide comprehensive wealth management including financial planning, investment management, insurance planning, tax efficiency strategies, and sustainable investing solutions.
Are you legally required to act in my best interest?
Yes, as SEC-registered investment advisers, we have a fiduciary duty to prioritize client interests in all recommendations and services.
How are your fees structured?
Our fees are asset-based with tiers starting at 1.15% for the first $250,000, decreasing for larger portfolios. We also charge annual planning fees starting at $600.
What investment approach do you use?
We employ Nobel Prize-winning research, global diversification, and behavioral finance principles to create tax-efficient, cost-effective portfolios tailored to individual risk profiles.
How often do you review financial plans?
We conduct systematic reviews annually with ongoing adjustments for life changes, market conditions, and portfolio rebalancing needs throughout the year.
Do you work with specific client types?
While serving diverse clients, we specialize in working with professionals in technology, academia, and life sciences managing complex compensation structures.
