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
Tensions rise between the U.S. and China, creating the possibility of continued disruption and diversion in areas such as technology, foreign policy, and global trade. What are some of the longer term challenges investors should consider? Listen Now as Shannon Saccocia, Chief Investment Officer, provides our analysis.
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In this week’s CIO Update podcast, Shannon Saccocia discusses how investors should evaluate stocks which have benefited from the pandemic, but may face challenging comparisons in a more normal environment. Listen Now.
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As Covid-19 causes the U.S. economic train to careen into the “third rail”, companies, states, and towns have turned to the primary markets to bridge financing gaps.
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Following one of the quickest and sharpest drops from February’s all-time high to a bear market, U.S. equities staged an impressive run with the S&P 500 logging its best quarterly gain since the fourth quarter of 1998.
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.