Blue Hills Wealth Management

Blue Hills Wealth Management is a wealth management firm in Randolph, Massachusetts, serving individuals and families with personalized financial planning services. The firm specializes in goal planning, retirement planning, investment strategies, estate planning, risk management, tax planning, business planning, and education planning. Clients include retired individuals, those preparing for retirement, young professionals, and health care professionals. With a 5.00 rating, the firm is recognized for its client-centered approach and long-standing relationships, many of which begin through referrals from loyal clients. The firm’s service area extends to Quincy, MA, and surrounding communities, where it provides comprehensive financial solutions rooted in clear communication and trusted guidance.

Blue Hills Wealth Management was founded with a commitment to delivering honest, thoughtful financial advice that changes lives. The firm’s process begins with active listening and empathy, followed by the CFP® planning framework to create customized financial plans. The team, led by Dan Romaïne and Sara Romaïne Kappos, both certified financial planners, emphasizes collaboration, discipline, and long-term patience. The firm partners with top-tier institutions like Cambridge Investment Research, Inc., combining the resources of a large firm with the personal touch of a small business. Services are designed to help clients protect, grow, and pass on wealth, with a focus on clarity, confidence, and meaningful outcomes across all stages of life.

The firm maintains a strong digital presence, with a well-optimized website that search engines read cleanly, enhancing its visibility for clients seeking financial planning services in the region. This technical strength supports its ability to connect with individuals actively researching financial solutions in and around Randolph and Quincy.

Rooted in three generations of financial advising, Blue Hills Wealth Management brings a family-oriented, relationship-driven approach to wealth management in the Greater Boston area, where trust and clarity are as essential as financial strategy.