Robert Bodio, Jr., Jd Email & Phone Number

Our holistic planning approach is a unique style of wealth management. Through this process it is a real pleasure to collaborate thoughtfully with my clients to think through various solutions to a specific problem and then select the strategy that best meets their goals. Often times these solutions are far reaching and stretch across many aspects of a client’s financial plan. Helping a client identify and properly solve these overlapping issues is a tremendous value add and is an extremely rewarding experience. I provide independent, objective investment management and a comprehensive range of financial advice to entrepreneurs, executives, and other professionals. I counsel my clients regarding investment strategy; income, gift, and estate taxes; managing and diversifying stock options, restricted stock, founder's shares, and other concentrated public and private equity holdings; planning for retirement and other significant life events; charitable giving; risk management; and estate plan structure.I hold the following credential and licenses:JDSeries 7Series 66 Admitted to practice law:Massachusetts The United States Tax CourtSpecialties: Independent Wealth ManagementPrivate Wealth ManagementWealth Management PhilosophyInvestmentsAsset ManagementFinancial Planning for WomenLife ManagementTax Planning and Preparation

Listed skills include Financial Planning, Wealth Management, Investments, Estate Planning, and 9 others.