Wealth Management Boston, MA

At Aureus Asset Management, we take a holistic and integrated approach to wealth management. We begin by gaining a clear understanding of each client’s financial goals and priorities. This comprehensive method allows us to create and manage a customized solution designed to help preserve and grow your wealth over time.

Client

Wealth Planning

WEALTH PLANNING

Discuss lifestyle needs and time horizon
Establish goals for retirement, philanthropy, and wealth transfer

Asset Allocation

Define risk tolerance and return objectives
Determine global asset allocation to align with goals

Continuous Oversight

Review portfolio performance to ensure alignment with client goals
Monitor market conditions for emerging risks and opportunities

Investment Implementation

Create customized portfolio with appropriate investments
Allocate capital as determined by client’s asset allocation strategy

Working For You

As a Registered Investment Advisor, Aureus has a fiduciary duty to act in your best interests. We invest alongside our clients, creating a partnership that is truly aligned.

Intelligent Investing

We combine deep institutional experience, rigorous fundamental research, and active management to preserve and enhance wealth. Through prudent, customized asset allocation we create portfolios designed to achieve long-term objectives while weathering short-term market volatility.

Learn more about our investment approach

Serving Families

We have deep experience working with families to address their specialized financial needs. We help coordinate their financial lives, from generational wealth transfer and philanthropic planning to administrative support.

Learn about our Family Office Services

An Integrated Approach to Managing Wealth

Client

Wealth Planning

WEALTH PLANNING

Asset Allocation

Asset Allocation

Continuous Oversight

Continuous Oversight

Investment Implementation

Investment Implementation

Working For You

Intelligent Investing

Serving Families

How can we help you?