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Acadian Asset Management

260 Franklin St #2000
Boston, MA 02110 617-850-3500

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Adage Capital Management

200 Clarendon St #52
Boston, MA 02116 617-867-2800

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Aertsen Ventures

175 W Brookline St
Boston, MA 02118 617-867-0774

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Ameriprise Financial

546 Tremont St
Boston, MA 02116 617-426-3416

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Axiom Capital Group

67 S Bedford St #400-W
Burlington, MA 01803 617-720-1444

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Bain Capital

21 Burlington Ave
Boston, MA 02215 617-880-6200

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BlackRock

60 State St
Boston, MA 02109 617-357-1200

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Bolvin Wealth Management Group

31 Milk St #203
Boston, MA 02109 617-348-2884

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Cambridge Associates

125 High St
Boston, MA 02110 617-457-7500

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Charles Schwab

127 Congress St Fl1
Boston, MA 02110 617-210-7400

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Charles Sterling Group

470 Atlantic Ave #3
Boston, MA 02210 617-716-4100

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Colony Group

50 Derby St #200
Hingham, MA 02043 617-723-8200

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Dan McLAughlin

1 Post Office Sq
Boston, MA 02109 617-439-8351

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Fiduciary Trust Company

53 State St
Boston, MA 02109 617-482-5270

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Healthcare Financial

125 Broad St
Boston, MA 02110 617-261-5362

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Hym Investment Group

1 Beacon St
Boston, MA 02108 617-248-8905

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Janney Montgomery Scott

60 State St #1350
Boston, MA 02109 617-720-0600

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LEVATUS Wealth Services

115 Newbury St #503
Boston, MA 02116 617-505-4710

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Lowell Blake & Associates

141 Tremont St #2
Boston, MA 02111 617-422-0064

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McAdam Financial

101 Federal St #1900
Boston, MA 02110 857-263-7759

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They have been very helpful - Jul 24, 2022

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.