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
Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.
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With the Fed concluding their "mid-cycle adjustment" and the U.S. economy showing signs of new life, risk markets are poised to perform well through the remainder of 2019.
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As of the end of the September quarter, the S&P 500 price index was up almost 19% year-to-date. While impressive, it is the result of calendar timing following the substantial decline last December. The trailing twelve-month price return is 2%. The sideways move in the market is consistent with the sideways move in earnings per share (EPS) since the June quarter 2018.
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The record U.S. expansion continued its advance in the just-completed quarter, although economic growth does appear to be weakening more than what was expected just a few months ago. A key risk to the outlook in our view, is that the slump we are seeing in the manufacturing sector spills over to the consumer.
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.