Sammy Azzouz

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Sammy Azzouz

Goodreads Author


Born
in Boston, The United States
Website

Twitter

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Member Since
May 2014

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Sammy Azzouz, JD, CFP®, is president and CEO of Heritage Financial Services, based in Westwood, Massachusetts. He is also the author of The Boston Advisor blog (thebostonadvisor.com), which aims to help people who are serious about their finances take their money smarts to the next level.

Sammy has been a wealth manager helping high-net-worth clients achieve their financial and investment goals since 2000. Early in his career, Sammy worked as lead advisor at B&D Advisors, an investment advisory firm run by the estate planning group at the law firm of Bowditch & Dewey, where he drafted estate planning documents, conducted tax research, and worked closely with a robust trust department in addition to his financial planning and investment respo
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Sammy Azzouz I basically don't fight it and just wait until my thoughts are organized and I feel like getting back into whatever writing project I was working on. …moreI basically don't fight it and just wait until my thoughts are organized and I feel like getting back into whatever writing project I was working on. I definitely don't write with any consistent schedule which helps and hurts with writer's block.(less)
Sammy Azzouz It allows you to organize your thoughts and realize things about whatever you were writing that you didn't realize until you put pen to paper (so to s…moreIt allows you to organize your thoughts and realize things about whatever you were writing that you didn't realize until you put pen to paper (so to speak). It's also relaxing. Relaxing may not be the best word, but it definitely has a calming effect.(less)
Average rating: 4.53 · 19 ratings · 7 reviews · 2 distinct works
Beyond the Basics: Maximizi...

4.50 avg rating — 18 ratings2 editions
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Beyond the Basics: Maximizi...

it was amazing 5.00 avg rating — 1 rating
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Your Money This Week: Middle East War, Jobs Report, and AI Disruption Fears

This week’s episode covers the market impact of the conflict in the Middle East, what this week’s economic reports mean for long-term investors, the case for diversification in the current environment, and whether the AI disruption scenario investors are worried about is something to actually act on.

Check out the Wednesday Reading List mentioned within and the Wealthy Behavior podcast episode.

The

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Published on March 06, 2026 11:11
Moby Dick: The Or...
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Under the Volcano
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My Friends
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