Welcome to The Boston Advisor

My name is Sammy Azzouz, JD, CFP®. I’m a wealth manager from Boston, the President of Heritage Financial Services, and the author of The Boston Advisor blog and the personal finance book, Beyond the Basics.

Money matters are stressful and complicated, and I became a financial advisor 21 years ago so I could make a positive impact on people’s lives. I want to use my expertise to simplify things for you.

Being a wealth manager allows me to help with all aspects of your finances instead of just managing your investments, doing your taxes, selling you insurance, or writing your estate plan.

I started The Boston Advisor to share articles and insight with a few themes:

  1. Building wealth is about good financial decision-making. You don’t have to beat the investment pros to get rich. Here’s a Wealth Management Checklist to review the decisions you’ve made.
  2. You can build wealth through investing in stocks and avoiding the traps that keep us from earning our fair share of market returns. Learn more about the most common traps in Investment Mistakes to Avoid.
  3. Lifelong learning helps financial well-being. Most people don’t have time to invest in reading about personal finances. My personal finance curriculum makes it easy and efficient to learn what you need to know.
  4. Investors can align their portfolios with their values and make a difference through sustainable investing.

When I’m not working, I love golfing (especially in Hilton Head), reading, spending time with my family, and rooting for my Boston sports teams – love those Celtics.

I’ve been featured or quoted in different news outlets, including The Ringer, Yahoo Finance, and US News & World Report. Full list here.

My book – Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital

Beyond the Basics shares a three-part plan for growing your wealth over time.

Part one focuses on making money, saving it, and reducing taxes.

The second part teaches you how to invest that money.

The final section explains how to protect that money along the way.

Here’s more about why I wrote it, how it can help, and select reviews.

Beyond the Basics by Sammy Azzouz

Interested in learning more?

Let’s talk.