Managing your financial life goes beyond simply managing your investment portfolio. Your personal wealth strategy gives you a roadmap for financial success.
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.
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.
We understand that wealth presents a number of unique and complex challenges for families today. Simply stated, we become your family’s operational hub.
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.
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.
CIO Shannon Saccocia discuss whether investors should buy into the market rally on news of renewed trade talks with China.
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Joy McCune has been named Chief Human Resources Officer. Ms. McCune will be succeeding Martha Higgins to lead Human Resources as a member of the Boston Private management team.
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As we cross the halfway point of 2018, the U.S. economy continues to exhibit unrelenting strength while also showing classic late cycle characteristics.
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As Congress prepares for its August recess and looks ahead to midterm elections, a great nervousness prevails over both Republicans and Democrats on the outcome of the election.
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.
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