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As
my financial advisor, Jonathan Stearns
has handled my personal investments as
well as the retirement plan for my
business for several years now. I rely
on his expert advice and sound judgment.
His approach is to assess your financial
objectives and find excellent, high
quality choices for your portfolio. He
then periodically reviews and
systematically monitors your
investments.
I
am confident when I refer Jonathan to my
clients and friends. He does a truly
outstanding and professional job. |
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Donald Tripp
President
Dudley & Borland
Insurance Agency |
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The
Company |
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Stearns
Wealth Management, LLC is the
independent fee based private wealth
management firm in Brookline
Massachusetts. Stearns Wealth Management
LLC was founded on the principals of
honesty, experience, independence, and
trust. We understand that regardless of
age, affluent business owners,
executives, retirees, and their families
require expert advice and strategic
guidance to prepare for the future. As a
firm, our number one goal is to provide
our clients with the advice and
solutions required to help them work
towards achieving their financial goals
and dreams. Our in depth understanding
of our clients’ needs and our desire to
build long-term relationships built on
trust is what sets Stearns Wealth
Management LLC apart.
For additional information or to
schedule a consultation please call
617-731-1099 or email
stearnswealthmanagement@lpl.com
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Jonathan R. Stearns,
President |
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Mr. Stearns founded Stearns Wealth
Management LLC, and currently serves as
the firm’s President. Mr. Stearns has
over ten years of financial and
insurance services experience. Prior to
founding Stearns Wealth Management LLC,
Jonathan opened and managed the
Brookline office of a multi-national
investment management company. Mr.
Stearns is a very active business owner
and resident within the Brookline
community. He is the Chairman of the
Brookline Chamber of Commerce. Jonathan
is also active in a number of local
non-profit organizations that help
support the greater good of the local
community.
Mr. Stearns is a graduate of the
Business School at Northeastern
University where he earned a degree in
Finance and Investment Management. He
currently holds his series 7, 24, 63,
and 66 securities licenses and is life
and health insurance licensed. Mr.
Stearns is a Registered Principal, and
Investment Advisor Representative. He is
currently pursuing his CFP and AAMS
professional designations.
Jonathan has been married for 7 years to
his best friend and high school sweet
heart, and is the proud father of their
newborn baby Elizabeth Jacelyn.
Jonathan, Leah and Elizabeth currently
reside in Chestnut Hill, MA.
In 2011 Stearns Wealth Management, LLC
was recognized by Boston Magazine in
their annual wealth manager ranking
based on overall customer satisfaction.
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