Boston Wealth Management | Managing Director
Phil Wong serves as our First Line Supervisor at Royal Alliance Associates, Inc. and Office of Supervisory Jurisdiction (SEC). Phil has served in the financial service industry since 1991. The founder and Managing Director of Boston Wealth Management, LLC, the company’s philosophy is to listen, understand and advise one individual at a time in order to lead clients to their defined goals.
As the Managing Director, Phil also utilizes his experience and investment knowledge assisting other advisors with business and professional development.
Phil’s dedication to excellence allows both clients and advisors to be served at a personalized level demanded by each.
Phil resides in Weston, MA with his wife Angie, daughter Ally and son Preston.