Hillary Koritz Price, CLU, ChFCfirmProudly Serving Clients Since 1993At 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.
Meet HillaryHillary 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. Click any logo below to learn more
Our ServicesHigh 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.
Our ProcessWe 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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 Hillary Koritz Price, CLU®, ChFC® 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 22-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. Community InvolvementHillary 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. x
Marianne Casano
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