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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.
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The majority of our offices remain open with enhanced hygiene practices in place. We have decided to temporarily close a few offices.
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Use Digital Banking to take care of your banking needs at home. Make deposits, transfer money, check your balances, and set up notifications.
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Looking for a bank relationship that includes a dedicated private banker and the ability to manage all of your personal finances on one platform?
Enhance Your Financial Journey
Enrich your visibility, communication and collaboration with your Boston Private advisors using the new Wealth Access platform. Receive real-time access to your portfolio and communicate directly with your wealth management team via computer, tablet or smart phone.
Paycheck Protection Program
The Paycheck Protection Program provides forgivable loans to small businesses to help them pay their employees and cover other eligible expenses during the COVID-19 crisis. Loans are up to $10 million and can be forgiven for the full amount.
Experience Elevated Banking
If you have been looking for a meaningful bank relationship that includes a dedicated private banker and the ability to manage all of your personal finances on one easy-to-use platform, then Boston Private is right for you.
Our Approach
Our mission is to understand what our clients’ wealth is really for and to support them in achieving their greatest aspirations. We provide advice through a customized experience with wealth planning expertise that fully integrates every part of your life.
Our Thinking
Read more of Our Thinking
Searching for hidden gems well into a strong market run. If economic growth rates begin to slow, will the corresponding market pullbacks present opportunities to add to equity positions? We examine the sectors that continue to show promise following the pandemic lows of last year.
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Using debt strategically is an often overlooked part of a tax-efficient wealth plan. Hear our experts Karen Roses and Gerald Baker as they share examples of how they work with our clients to creatively use debt.
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With several metrics indicating that stock valuations are currently stretched and equities may be due for a correction, we examine factors in play during the remainder of 2021 and beyond. Using two valuation approaches and assessing known risks to earnings and returns, we provide our views on equity trends in the upcoming couple of years.
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In Part Two of this commentary, we continue our analysis of the factors on the horizon that may impact equity performance. Today, we’ll review possible risks and trends that are expected to emerge in the months to come.
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