Senior Wealth Advisor
Kathleen Kenealy
is an InvestmentNews
40 under 40 Honoree
Q3 2018
Our quarterly investment newsletter is now available.
Download the
Why of Wealth report to see why people work so hard to achieve so much.
Real wealth isn't about money. It's about moments.
Everyone has a differentWHYof wealth.
It's not just a
financial plan.
It's a complete
Wealth Strategy.
To not only fund the future. But to help transform it.
Everyone has a differentWHYof wealth.
We fulfill
your needs.
We don’t sell
our products.
Kathleen Kenealy
InvestmentNews 40 under 40 Honoree
Q3 2018
Our quarterly investment newsletter is now available.
Download the
Why of Wealth Report to see why people work so hard to achieve so much.
Everyone has a different WHYof wealth.
What's Yours?It's not just a
financial plan.
It's a complete
Wealth Strategy.
Everyone has a different WHYof wealth.
What's Yours?We fulfill
your needs.
We don’t sell
our products.
We bring together a full spectrum of wealth, trust, and banking services designed to give you one trusted resource to help simplify and strengthen your financial life.
We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.
Your financial needs are uniquely yours. That’s why we don’t “bundle” or “package” products. We listen, understand and build solutions appropriate for you.
Speed and agility aren’t words you typically associate with a financial services firm, but for us it's just how we operate. That's why clients with complex needs trust us to get it done for them.
After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.
Millennials feel the greatest sense of responsibility to give back when thinking about their wealth. View the Infographic.
CIO Shannon Saccocia discuss whether investors should buy into the market rally on news of renewed trade talks with China.
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Joy McCune has been named Chief Human Resources Officer. Ms. McCune will be succeeding Martha Higgins to lead Human Resources as a member of the Boston Private management team.
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As we cross the halfway point of 2018, the U.S. economy continues to exhibit unrelenting strength while also showing classic late cycle characteristics.
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As Congress prepares for its August recess and looks ahead to midterm elections, a great nervousness prevails over both Republicans and Democrats on the outcome of the election.
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