Personal

Who We Help

Whether you are just starting to build wealth or are considering how to ensure that your legacy is preserved, we understand that everyone has their own unique goals and challenges.  

Personal

Individuals and Families

We strive to help individuals and families manage wealth, retire successfully and establish a lasting legacy. Our goal is to simplify and strengthen your financial life so that you can enjoy living.

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Personal

Private Practice Professionals

Professionals in private practices — such as law firms, accounting firms, and medical, dental or veterinary practices — have unique financing needs. We tailor unique solutions to match those needs so that things like financing a partnership stake doesn’t hold back your career.

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Personal

Executives

As a busy executive, you want to focus your time on what’s next for your business, not worrying about your personal finances. Let us help you save time and secure your future.

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Personal

Business Owners

We partner with business owners and entrepreneurs throughout every stage of their business and beyond. From start up to exit strategy, we have your personal finances covered.

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Meet Bob.  This is his WHY.

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.

How We Help Individuals & Families

 

 
 

Meet Renaud.  This is his WHY.

After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.

How We Help Business Owners

Wealth 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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