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Fagan & Boshart Wealth Management

Wealth Partners at J.P. Morgan

Fagan & Boshart Wealth Management

We are focused on providing customized wealth management strategies and portfolio management for ultra-high-net-worth families, institutions and foundations.


617.654.2000

866.283.3830

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Welcome

At Fagan & Boshart Wealth Management, we are focused on providing customized wealth management strategies and portfolio management for ultra-high-net-worth families, institutions and foundations. Our team utilizes the capabilities that only a firm such as J.P. Morgan can provide. We manage our clients’ assets and facilitate their banking needs to parallel the personalized approach of a family office while giving clients access to opportunities only a global investment company can provide.

Our Team

Fagan & Boshart Wealth Management has extensive experience in the financial services industry. The team members have received numerous awards acknowledging their various successes in the financial services industry and dedication to client service.

The formula that Fagan & Boshart Wealth Management uses to manage wealth takes into consideration many factors that are all imperative to the clients the team represents. The comprehensive process covers the following areas, all of which have equal importance in managing wealth:

Lifestyle and Banking

  • Personal banking needs
  • Mortgage and liability needs
  • Cash flow needs
  • Stock option analysis
  • Hedging and monetization of concentrated equity positions

Personalized Financial Strategies

  • Wealth preservation and transfer strategies
  • Philanthropic giving
  • Retirement planning services
  • Traditional and alternative investments

We understand that wealth can put a unique strain on families and that the succession of values between generations is important. We are here to support our clients beyond their everyday wealth management needs. In an effort to ensure the highest level of personal attention and responsiveness to our clients, Fagan & Boshart Wealth Management works with a limited number of clients and only accepts new relationships by referral.

Meet Our Team

Click a profile to learn more about each member.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

CFP®
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.