Whether you are growing, transferring ownership, or somewhere in between, our team of banking and wealth management experts will work with you to formulate and execute a plan that integrates the goals you have for your business, yourself, and your family.


Nonprofit organizations must adapt to survive and thrive in today’s competitive environment. We can help you streamline financing and improve efficiency so that you can focus on your mission and achieve your goals.

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Privately Held Businesses

We understand the challenges of managing, expanding and transitioning or selling a business. You need a partner who will respond rapidly and connect you with the resources you need. We do that every day.

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Professional Service Firms

From optimizing cash flow to adding new partners or acquiring another practice, you can rely on the broad expertise of our wealth management and banking professionals. Our extensive resources are available to address your changing needs with the expert advice, responsiveness and personal attention you deserve.

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Venture & Private Equity

Raising and managing a fund can be both incredibly challenging and incredibly rewarding. Success in this space requires a partner who can bring innovative thinking and a commitment to personal service, so that you can maintain focus on your portfolio companies and investors.

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Meet Annette.  This is her WHY.

Doing for others has been instilled in Annette Palazuelos since childhood. Her definition of wealth has less to do with money and more to do with being able to employ people, help their families, and give back whenever possible.

How We Help Professional Service Firms


Meet Jeanne.  This is her WHY.

Jeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.

How We Help Nonprofits