Fee-only Boston Financial Advisor

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How is Baystate Wealth Advisors Different

Fiduciary

Simply put, we act in your best interest at all times. Not ours. Sworn commitment to give you objective advice.

Fee-Only

We only get paid by you. Complete transparency. Only advice. No products. No commissions, no hidden charges.

Independent

Not just a 1099 contractor for a big wirehouse or a Broker dealer. Our independence allows us to provide you with a tailor-made portfolio considering your specific goals and financial complexities. We are not tied to any family of funds, investments or insurance products.

White Glove Concierge Service

By leveraging technology and professional networks we provide a very personalized, high touch & top-notch level of financial advisory service that outperforms your best expectations, irrespective of your geographical location.

How We Can Help

BayState Planning Areas
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Hello. I am Saurin Makim and I help Healthcare and Technology Professionals, Fast-track Retirement, Generate Passive Income From Investments and Make Work Optional.

Hello. I am Saurin Makim and I help Healthcare and Technology Professionals, Fast-track Retirement, Generate Passive Income From Investments and Make Work Optional.

Did You Know? 

Vanguard research shows an advisor can add up to 3% to your average annual return over time through:

► Portfolio construction
► Wealth management
► Behavioral coaching

Read Vanguard's Full Report

Discover Smarter Investment

Our data-backed approach helps you prepare for retirement at any age. How do you compare?

$200,000


The recommended savings for a 35-year-old with an annual income of $100,000.

$400,000


The recommended savings for a 45-year-old with an annual income of $100,000.

$690, 000


The recommended savings for a 55-year-old with an annual income of $100,000.

$1,130,000


The recommended savings for a 65-year-old with an annual income of $100,000.

Source: Investor's Business Daily, 2018

Planning Areas

<strong>Equity Compensation</strong>

Equity Compensation

Expertise in Pre-IPO and IPO planning & stock based compensation including RSU, ESPP, ISO/NQSO flavours of Stock Options, Private Stock, 409 Valuation  etc.

<strong>Student Loan Payment</strong>

Student Loan Payment

Analyzing your student loan variables and cashflow to help you with the right strategies to be able to meet your mid-term and long term goals.

<strong>Estate Planning</strong>

Estate Planning

Arrange for efficient, cost-effective property transfer.

<strong>Risk Management</strong><br/>

Risk Management

Plan for disability, long term care, survivor needs and other concerns.

<strong>Second Opinion</strong>

Second Opinion

For those DIY investors who just want to have a qualified second opinion on their investment strategy, risk protection, estate planning structures etc.

<strong>Asset Allocation</strong>

Asset Allocation

Determine what proportion of your portfolio holdings to invest in various asset classes.

<strong>Financial Statement</strong>

Financial Statement

Review cash inflow, outlfow, and networth.

<strong>Tax Guidance</strong>

Tax Guidance

Utilizing tax advantages and incentives to maximize your wealth and long term rates of return.

<strong>Retirement</strong>

Retirement

Plan the accumulation and distribution aspects of retirement.  Implement strategies for Backdoor and Mega Roth Contributions that can fast track retirements by decades.

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

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