General Info

Boston Platinum Management is a leading financial services firm located in Needham, MA. With experience, our team of experts can help you with all of your financial needs, from portfolio management to retirement planning. We offer a wide range of services, including: * Portfolio management * Retirement strategies * Risk management * Estate strategies * Life insurance * HNW/UHNW clients * Extended care * Education strategies * Social security strategies * Small business ownership * Cash flow analysis * Charitable giving/legacy planning * Special needs trusts * Debt management * Financial education We are committed to providing our clients with the best possible service and advice.