Boston Partners Wealth Management, LLC
Contact Information
-
Address
301 Edgewater Pl #306, Revere, MA -
Phone
(781) 587-3830
Location
About Boston Partners Wealth Management, LLC
Boston Partners Wealth Management, LLC is a wealth management firm in Revere, MA, located at 301 Edgewater Pl #306. The firm provides investment management, financial planning, retirement planning, business planning, and insurance services to individuals, families, and small businesses. It holds a 5.00 rating based on customer reviews. The firm operates as a boutique advisory practice with a team of experienced investment professionals. The team includes Managing Partner James R. Connors Sr., Partners Scot A. Reynolds, Michael M. Ryan, and Kevin O. Downes, and Financial Advisor Brady J. Rodgers. Support staff includes Financial Paraplanners James R. Connors and Matt A. Ros, Executive Assistant and Office Manager Elizabeth A. Woolbert, and Executive Assistant Patricia A. Reyes. As fiduciaries, the advisors use a discovery process to learn about clients on a personal level to build financial plans. The firm emphasizes honesty, integrity, and confidentiality in all working relationships. It strives to be responsive and accessible, remaining open to client feedback and flexible with needs.
BizScoreAI assigns a Discoverability score of 75 out of 100, which measures whether AI crawlers are allowed in and can find every page of the website, the first step before any AI assistant can recommend the business. The firm also holds a Performance score of 74 out of 100, which measures how quickly the website loads, keeping visitors on the page and serving as one of the factors search engines use in ranking.
Score Summary
BizScoreAI scanned the website bostonpartnerswealthmanagement.com on October 1, 2026. Boston Partners Wealth Management, LLC has a BizScore of 50 out of 100.
- AI Visibility36 out of 100
- SEO67 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 24 of 30 points, AI Trust Signals 11 of 20 points.
Website audit sub-scores (out of 100): On-Page 47, Technical 71, Performance 74, Content 61.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, Q&A Content, About/Team Page, XML Sitemap.
Areas to improve: 10 checks. llms.txt (failed), Structured Data (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Meta Description (failed), Hyperlocal Targeting (warning), Local Multimedia (warning), AI-Parseable Headings (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 1 time in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this business