Welcome to The Boston Advisor

Thank you for checking out my personal finance blog.

My name is Sammy Azzouz, and I’ll be sharing personal finance and investment articles I think you’ll enjoy and some of my own posts. I am the President of Heritage Financial, an independent wealth management firm based in the Boston area. Over the years I’ve been asked to send educational or interesting articles along to clients, friends, and family and this is what I’ve come up with. I hope you like it and subscribe so you don’t miss a post.

Start here for more about me and the blog’s most popular content.


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Welcome to The Boston Advisor!