Personal

What We Do

Boston Private provides a full spectrum of wealth, trust and banking services for one simple reason: To give you the dependable resource you need to achieve your goals, hopes and dreams.

Our Goals-Based Approach

We take a 360˚ view of your financial life because we believe it will deliver a better outcome for you. Our integrated approach takes into account your short-term wants and needs while helping you plan for the long term.

  1. Examine your needs holistically. 
  2. Partner with you (and your advisors) to understand what you want to accomplish. 
  3. Design a plan to help you achieve your goals. 

Private Banking

We have solutions for your short-term liquidity needs – for funds that you need immediately – and solutions for your longer-term liquidity needs – for funds that you want to keep safe and have earmarked for the future.

Manage your cash with ease

Featured Services

Personal

Checking & Savings

  • Checking Accounts
  • Money Market Accounts
  • FDIC Insured Sweeps
  • Certificates of Deposit (CDs)
Personal

Account Services

  • ATM & Debit Cards
  • Debit Card Management
  • ACH and Wire Transfers
  • Foreign Exchange

Lending

We offer a wide array of personal lending services ranging from simple mortgages for the new homebuyer to more sophisticated financing options for individuals.

Borrow without hassle

Wealth Management

Whether you are in the accumulation phase of wealth building, nearing retirement, or planning your legacy, we can help you achieve your financial objectives. You'll partner with an experienced wealth advisor to develop and implement a comprehensive investment and wealth management plan customized for your unique situation.

Plan your future today

Who We Help 

Wondering if we're the right partner for you?  We serve many different clients with a wide range of needs.  To learn more about how we help clients like you, visit our Who We Help section to watch client stories and hear about how far we really go to understand you.

Who We Help

Financially, I have to juggle a growing business and a growing family. My private bank has the expertise to help me plan for both.

Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.

 

ADV Brochure  |  ADV Supplement

Caution: External Link

You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business or organization. Boston Private provides this link as a service to our website visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains. 

Continue Cancel - Stay on BostonPrivate.com