Helping You Think Clearly About Wealth, Retirement, and the Decisions That Matter Most
The Boston Advisor was created by Sammy Azzouz to help people move beyond basic financial advice and think more clearly about wealth, retirement, investing, taxes, business planning, and other major financial decisions.
Sammy is a Managing Partner and Financial Advisor based in Westwood, Massachusetts. He is also a JD and CERTIFIED FINANCIAL PLANNING® professional with experience in financial planning, investment strategy, estate planning, wealth transfer, philanthropy, proactive tax planning, corporate retirement planning, and business succession planning.
Through The Boston Advisor, Sammy shares practical ideas for high-net-worth families, business owners, executives, and retirees who want more than surface-level financial tips. The goal is simple: help readers make better decisions with their money, avoid unnecessary mistakes, and build a plan that supports the life they want.
Why The Boston Advisor Exists
Most people don't need more financial noise. They need clear thinking.
They need someone who can explain complex financial topics in plain English. They need guidance on the questions that actually matter — not surface-level tips, but real frameworks for the decisions that shape their financial lives.
This site brings together Sammy's writing, book, podcast, and financial planning ideas in one place. It is designed to help people ignore the noise, focus on what matters, and make smarter decisions with their wealth.
About Sammy Azzouz
Sammy Azzouz has spent his career helping families and business owners make better financial decisions.
He works closely with high-net-worth families to create comprehensive financial plans, manage their wealth, and coordinate the many moving parts of their financial lives. His work often focuses on retirement planning, tax-efficient wealth strategies, business owner planning, and helping clients prepare for major financial transitions.
Early in his career, Sammy served as lead advisor for an investment firm run by an estate planning group. In that role, he worked on estate planning documents, estate administration, tax research, financial planning, investments, and trust-related planning.
He later helped build a national wealth management practice for a large money manager and served as a portfolio strategist. Sammy then became President and CEO of Heritage Financial, where he helped lead a wealth management firm focused on comprehensive planning and investment guidance.
Heritage Financial joined Savant in 2026, and Sammy’s current role allows him to focus on serving clients and developing new relationships.
Work With Me
If you're a high-net-worth family, business owner, or executive looking for comprehensive financial planning and investment management, click the button below to schedule a call.
My focus is on the decisions that matter most — retirement income, tax-efficient wealth strategies, business transitions, estate planning, and building a financial plan that holds up over time.