Whether you are in the accumulation phase of wealth building, nearing retirement, or planning your legacy, we can help you achieve your financial objectives.
Wealth Planning
Managing your financial life goes beyond simply managing your investment portfolio. Your personal wealth strategy gives you a roadmap for financial success.
Investment Management
Investment management is a critical component to your financial success. Having the right investments in place dictates your ability to protect and grow your wealth in varying market conditions.
Trust Services
Whether you are just starting out with your wealth building or already planning your retirement, we have a well-established track record of helping individuals and families implement estate plans to achieve wealth transfer goals.
Family Office
We understand that wealth presents a number of unique and complex challenges for families today. Simply stated, we become your family’s operational hub.
Ready to Plan Your Future?
You have complex financial needs, so we’ve built a dedicated team of professionals who are experts in their respective wealth management discipline to support you in every stage of your financial life.
Wealth Management Leadership
Our team of wealth management professionals have been hand selected for their depth of experience, credentials, and investment knowledge, so that you can feel confident that you are in the right hands. From our executive team to our portfolio managers and client advisors, we are committed to helping you achieve your unique financial goals, resulting in highly satisfied clients and enduring relationships across market cycles and generations.
Our Thinking
One of the greatest challenges facing investors, and people in general, is to know when it is time. Time to buy a house? Time to follow a lifelong passion, or stay in your comfort zone? Time to retire? Time to get into the market, or time to get out? In the case of the markets, with hindsight we can always identify the perfect time.
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As poorly as risk assets performed in the fourth quarter of 2018, the reality that the global economy was showing few signs of falling over the precipice into recession sparked a rally in the first quarter of 2019, as positive sentiment carried risk assets universally higher.
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As poorly as risk assets performed in the fourth quarter of 2018, it is obvious why investors were looking to 2019 with a mix of both hope and caution.
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Much as the declines during the fourth quarter had been most pronounced in the United States, the rebound in the first quarter was also strongest in domestic stocks, with technology stocks reasserting their dominance in the quarter.
Learn MoreWealth 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.