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Edward Boscher, Financial Advisor serving the South Hadley, MA area - Ameriprise Advisors

Edward Boscher

CFP®, CIMA®

Financial Advisor

Summit House Wealth Partners
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Investment Management
  • Employee Stock Options
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®

Education

  • Bachelors in Business Management, Westfield State University, Westfield, MA (1994)

Community participation

I volunteer on the Belchertown Finance Committee, helping residents and local officials with a variety of municipal finance issues.

I also volunteer as a Basketball coach across multiple age groups. It's a great way to help prepare young minds for the life ahead of them.

I also like to help all of the local athletic programs raise funds to help support their own missions.

Interests

Having an active lifestyle that includes many outdoor activities such as skiing, hiking, and camping. Jumping in to help my community with a civic engagement by serving on the Finance Committee. A key passion of mine is coaching youth basketball.