Hillary Koritz Price, CLU, ChFC

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Proudly Serving Clients Since 1993

At Koritz Wealth Strategies, we have been providing objective-driven financial legacy solutions for more than 20 years. Our focus is to help you identify and achieve your short and long term financial goals to ensure that you’re taking the right steps toward the right future. We are a relationship-centric firm, and place great value on getting to know you so that we can help you align your wealth with what matters the most. By utilizing a holistic and collaborative approach, often acting as the quarterback in the planning process, we bring your other advisors together to best meet your needs. Our commitment to you is making a positive and ongoing difference in your life, and it is only by your success that we measure our success.

 

  • Integrity
  • Relationships
  • Collaboration

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Meet Hillary

Hillary is the founder and principal of Koritz Wealth Strategies, a holistic wealth strategies firm headquartered in Needham, MA that specializes in business, estate, philanthropy planning and succession services.

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Our Services

High net-worth individuals face many complex questions about how to optimize their financial wealth and ensure the security of their families’ futures. Hillary is a trained professional who will help you identify your financial needs and goals, and then work with you to determine which financial and insurance products can best help you achieve them. In order to best serve the needs of her clients, Hillary is a member of The Nautilus Group®, a service of New York Life Insurance Company. It is a unique organization that provides a range of consultative services focused on complex estate, business, charitable, insurance and retirement strategies. Please refer to the list on the right for an overview of the services Hillary specializes in.

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  • Estate and Legacy Planning
  • Business Succession and Exit Planning
  • Executive Benefits
  • Family Protection
  • Philanthropy
  • Wealth Management and Retirement Planning
  • Life Insurance
  • Annuities
  • Employee Benefits
  • Disability Income
  • Extended Care Needs
  • Policy Audit Services

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Our Process

We understand the things that are important to you, and our relationship with you and the process for securing your family’s future begins with that. We’ll start by meeting with you and asking a lot of questions so that we gain a clear understanding of your goals, your concerns, and your tolerance to risk. We will then provide you with an analysis and projection of your personal and business financial situation and explore possible strategies to help you achieve your goals. Once everything is in place, we will monitor your results and make recommendations and adjustments as needed.

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Contact Us

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Hillary Koritz Price, CLU®, ChFC®

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Hillary is the founder and principal of Koritz Wealth Strategies, a holistic wealth strategies firm headquartered in Needham, MA that specializes in business, estate, philanthropy planning and succession services.

Hillary began her career shortly after graduating from the University of Hartford in 1993. She has achieved consistent success and grown into a multi-state practice, partly because of her relationship-centric approach and partly because she has strategically aligned herself with top-notch professional resources such as The Nautilus Group®, the Boston Estate Planning Council, MDRT, NAIFA, and more.

She has been a member agent of The Nautilus Group®, a service of New York Life Insurance Company, since 2008, and has been an active member of the Boston Estate Planning Council since 2003. In addition, Hillary has been a member of National Association of Insurance and Financial Advisors (NAIFA) for more than 20 years, and served as the Boston, MA president from 2007-2008. She is a 15-year life and qualifying member of the International Million Dollar Round Table (MDRT)*, a three-time Court of the Table qualifier*, and has received the National Quality Award from the National Association of Insurance and Financial Advisors (NAIFA).

Hillary is married with one child and resides in Chestnut Hill, Massachusetts. In her free time, she enjoys serving as a Trustee for Hebrew Senior Life, an internationally recognized senior care organization that she became involved with after her father passed away. She also participates in the MDRT/GAMA Mentoring program where she counsels young insurance professionals to help them launch their careers.

Community Involvement

Hillary is a Trustee of Hebrew Senior Life. She became involved with the organization after her father passed away and it has since became her passion. The non-profit organization, active since 1903, is based in Boston and has provided health care and social communities for seniors while also helping to fund research and education.

* MDRT is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
**Materials included in this estate planning discussion are for informational purposes only. Koritz Wealth Strategies as well as NYLIFE Securities LLC and its affiliates do not provide tax, legal or accounting advice.

 
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Jennifer Drouillard
Executive Assistant


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Jennifer is an Executive Assistant at Koritz Wealth Strategies. In this role she assists with client service, Marketing, database management and back office processing. Jennifer's background includes financial services industry experience as well as multiple Marketing leadership roles for an Ohio-based Fortune 500 company. She has a bachelor's degree in Marketing from Miami University and received her MBA through Bowling Green State University's executive program. Jennifer is married with 2 children and enjoys volunteering at her son's high school during her free time.

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New York Life

Hillary and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is one of the largest mutual individual life insurance company in the United States and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 7/20/16)

Based on revenue as reported by Fortune 500.

 
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The Nautilus Group®

Visit The Nautilus Group® Website

The Nautilus Group® is an exclusive resource accessible to Agents of New York Life that are Member Agents of Nautilus and who work with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients’ advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients’ professional advisors.

Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client’s circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients’ complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of experienced professionals with disciplines in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.

 
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June 28, 2017 @ 02:53 PM

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