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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.
Understanding
The WHY of Wealth
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.
Customization Is Our Standard
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.
We Make the Complex Appear Simple
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.
This is Adam.
This is Castle Island Brewing's WHY.
Life has enough stresses. Great beer shouldn't be one of them. This is why Adam founded Castle Island Brewing, to prove that you can pursue a passion, build a great team and realize success along the way. Read an Interview with Adam
The Why of Wealth Report
Millennials feel the greatest sense of responsibility to give back when thinking about their wealth. View the Infographic.
Our Thinking
Read more of Our Thinking
Join the Boston Private investment team on Wednesday January 16, 2019 at 3 p.m. ET as they share their insights on the macroeconomic and market outlook.
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The sharp declines experienced in the equity markets in the fourth quarter of 2018 brought reminders of the financial crisis to the fore.
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In our view, the current environment does not necessarily point to further declines for the equity market in 2019.
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The fourth quarter of 2018 proved to be one of the most difficult to navigate since the financial crisis. While the causes of the equity market pullback were fairly well articulated – tariffs, the Federal Reserve, mid-term elections, mixed economic data – the velocity at which investor sentiment deteriorated was surprising.
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