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Banking and wealth management focused on your unique wealth journey. Together we are the trusted advisor to individuals in the global innovation economy.

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Meet the Wexlers. This is their WHY.
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.

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How will tax reform impact you and your business?
Posted in Insight & Opinion
  • Economic Perspectives
  • Financial Planning
  • Managing Taxes

Washington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.

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