Building financial foundations for business builders

Retirement plan sponsors face many challenges in today’s regulatory environment when it comes to meeting their fiduciary responsibilities. We’re here to help with guidance, expertise and participant education and support to help ease management burdens and to support the pursuit of success. From business owners to physicians and other professionals in private practice, we work with a variety of companies and are here to use our experience to create a plan uniquely suited to your needs.

We call on both our professional expertise and our personal insight as those who run a business ourselves to help you develop, introduce and manage a retirement plan suited to your business and the people who help make it successful.

We can assist in establishing and maintaining a variety of retirement plans:

  • Simplified employee pensions (SEPs)
  • SIMPLE IRAs
  • Profit sharing plans
  • Age-weighted/comparability profit sharing plans
  • 401(k) plans
  • 401(k) profit sharing plans
  • Safe-harbor 401(k) plans
  • Owner only/one-person 401(k) plans
  • Defined benefit pensions
  • Creating a plan that is uniquely yours
    We dig deep into the details to make sure it is exclusive to you.
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  • Matching the drive of those we serve
    We serve families and institutions that require complex solutions. We deliver.
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  • The skills and capabilitiesyou deserve
    Our team’s level of expertise and experience aligns with the needs of affluent investors.
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To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.
Douglas Adams
boston capital wealth management of raymond james
225 Franklin Street
Boston, MA 02110
TF: 888.792.8408
F: 855.573.5250
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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