Welcome to The Boston Advisor

My name is Sammy Azzouz, JD, CFP®. I’m a wealth management consultant from Boston. I’m also the President and CEO 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 22 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 management consultant allows me to help with all aspects of your finances instead of just managing your investments, doing your taxes, handling your insurance, or writing your estate plan.

My practice focuses on business owners, but I am fortunate to be able to serve a wide range of clients through my team with one thing in common: they need someone’s help getting serious and their overall wealth management and finances.

I started The Boston Advisor to share articles and insight with three 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 get you started.
  2. You can build wealth through investing in stocks and bonds and avoiding the traps that keep us from earning our fair share of market returns. Learn more in Investment Mistakes to Avoid.
  3. Lifelong learning helps financial wellbeing. Most people don’t have time to read everything written about personal finance. Check out my list of Best Personal Finance Books and Wednesday Reading Lists for help.

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 – let’s go C’s.

I’ve been featured or quoted in different news outlets, including Barron’s, Forbes, 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.