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. 

Wealth Management

Wealth Planning

Managing your financial life goes beyond simply managing your investment portfolio. Your personal wealth strategy gives you a roadmap for financial success. 

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Wealth Management

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.

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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.

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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.

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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. 

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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. 

Meet the Team

 

Thomas Anderson
Tom Anderson CFA® Executive Vice President Chief Operating Officer
Scott Dell'Orfano
Scott Dell'Orfano President Wealth Management
Gerald Graves
Gerald Graves Head of Wealth Management, West Coast
David Murphy
Dave Murphy Executive Managing Director Head of Wealth Advisory

Our Thinking

 

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.

 

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