Koritz Wealth Strategies, LLC is a holistic wealth strategies firm based in Needham Heights, MA. With over 20 years of experience, they provide objective-driven financial legacy solutions, helping clients identify and achieve their short and long-term financial goals. Their relationship-centric approach and collaborative planning process ensure that clients' wealth is aligned with their priorities, while their membership with The Nautilus Group allows them to offer a range of consultative services focused on complex estate, business, charitable, insurance, and retirement strategies.
Founded by Hillary Koritz Price, CLU, ChFC, Koritz Wealth Strategies specializes in business, estate, philanthropy planning, and succession services. Hillary's multi-state practice has achieved consistent success due to her strategic alliances with top-notch professional resources and her relationship-centric approach. As a member agent of The Nautilus Group and the Boston Estate Planning Council, Hillary has been recognized as one of Forbes' best-in-state financial security professionals and has received numerous accolades for her expertise in the field.
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