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
October is Cybersecurity Awareness Month. Learn more about reducing risk and “Do Your Part. #BeCyberSmart.”
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What could an infrastructure package look like following the upcoming U.S. elections? Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis on how such a package might be structured, and how the priorities differ between the Democrats and the Republicans.
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With yields, credit spreads, and short-term rates at their lows, fixed income investors continue to expect uncertainties stepping into winter. Our fixed income team reviews previous quarters and outlook for Q4.
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Our investment team discusses employment, fiscal and monetary policy, and earnings as we wrap up the third quarter and look ahead towards the end of 2020. Listen Now.
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.