Boston Standard Wealth Management, LLC (“BSWM”) specializes in the following types of services: portfolio management, financial planning and general consulting. We are dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed in the Commonwealth of Massachusetts. We have been in business as an investment adviser since 2011 and our principal owners are Robert W. Tafuri Consulting, LLC (owned by Robert Tafuri); Lee G. Eudy Planning, LLC (owned by Lee G. Eudy), and Zachary C. Bouchard Consulting, LLC (owned by Zachary C. Bouchard). Please see Brochure Supplements, Exhibit A, for more information on these principal owners and other individuals who formulate investment advice and have direct contact with clients, or have discretionary authority over client accounts. As of December 31, 2022, we managed $368,366,569 on a discretionary basis and no assets on a non-discretionary basis. SERVICES PROVIDED Wealth Management Our Wealth Management service is designed to assist you in meeting your financial goals through the use of financial investments. We conduct at least one, but sometimes more than one meeting (in person if possible, otherwise via telephone conference) with you in order to understand your current financial situation, existing resources, financial goals, and tolerance for risk. In these “discovery meetings”, we will address any relevant topics, such as (but not limited to): retirement planning, education planning, mortgage/debt analysis, tax planning, insurance needs, business planning and certain elements of estate planning. Based on what we learn, we propose an investment approach to you. We will generally propose an Investment Plan, consisting of exchange traded funds, mutual funds, individual stocks or bonds, or other securities. To implement your Investment Plan, we will manage your investment portfolio on a discretionary basis. As a discretionary investment adviser, we will have the authority to supervise and direct your portfolio without prior consultation with you. Upon your agreement to the proposed Investment plan, we work with you to establish or transfer investment accounts so that we can manage your portfolio. Once the relevant accounts are under our management, we review such accounts on a regular basis and at least monthly. We may periodically rebalance or adjust your accounts under our management. If you experience any significant changes to your financial or personal circumstances, you must notify us so that we can consider such information in managing your investments. Notwithstanding the foregoing, you may impose certain written restrictions on us in the management of your investment portfolio, such as prohibiting the inclusion of certain types of investments in an investment portfolio or prohibiting the sale of certain investments held in the account at the commencement of the relationship. You should note, however, that restrictions imposed by you may adversely affect the composition and performance of your investment portfolio. We do not offer wrap fee programs. General Consulting General consulting services are generally provided on

a project basis regarding matters specific to you as and when requested by you and agreed to by us. The scope and fees for consulting services will be negotiated with you at the time of engagement for the applicable project. 4 Retirement Plan Advisory Services Establishing a sound fiduciary governance process is vital to good decision-making and to ensuring that prudent procedural steps are followed in making investment decisions. We will provide Retirement Plan consulting services to Plans and Plan Fiduciaries as described below. The particular services provided will be detailed in the consulting agreement. The appropriate Plan Fiduciary(ies) designated in the Plan documents (e.g., the Plan sponsor or named fiduciary) will (i) make the decision to retain our firm; (ii) agree to the scope of the services that we will provide; and (iii) make the ultimate decision as to accepting any of the recommendations that we may provide. The Plan Fiduciaries are free to seek independent advice about the appropriateness of any recommended services for the Plan. Retirement Plan consulting services may be offered individually or as part of a comprehensive suite of services. The Employee Retirement Income Security Act of 1974 (“ERISA”) sets forth rules under which Plan Fiduciaries may retain investment advisers for various types of services with respect to Plan assets. For certain services, we will be considered a fiduciary under ERISA. For example, we will act as an ERISA § 3(21) fiduciary when providing non- discretionary investment advice to the Plan Fiduciaries by recommending a suite of investments as choices among which Plan Participants may select. Also, to the extent that the Plan Fiduciaries retain us to act as an investment manager within the meaning of ERISA § 3(38), we will provide discretionary investment management services to the Plan. When retained as an investment manager within the meaning of ERISA § 3(38), we provide continuous and ongoing supervision over the designated retirement plan assets. We will actively monitor the designated retirement plan assets and provide ongoing management of the assets. When applicable, we will have discretionary authority to make all decisions to buy, sell or hold securities, cash or other investments for the designated retirement plan assets in our sole discretion without first consulting with the Plan Fiduciaries. We also have the power and authority to carry out these decisions by giving instructions, on your behalf, to brokers and dealers and the qualified custodian(s) of the Plan for our management of the designated retirement plan assets. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act of 1974 (“ERISA”) and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interests ahead of yours. Additional disclosure may be found elsewhere in this Brochure or in the written agreement between you and BSWM. 5