Wealth Planning Services

A Personalized, Comprehensive Approach to Wealth Planning

Contact

617-292-6799

send email

You’ll have a one-on-one relationship with a Fiduciary Trust officer who will take the time to understand your aspirations, concerns, and goals. For many clients, we start by developing a customized wealth plan which informs your customized investment strategy as well as other services.

Our wealth management process has four key phases:

UNDERSTAND YOUR PRIORITIES

  • Personal values, hopes and concerns
  • Family dynamics
  • Current wealth and income sources
  • Current estate structure
  • Future cash flow needs
  • Life challenges, opportunities and events
  • Risk tolerance

CREATE YOUR WEALTH PLAN

  • Planning horizon
  • Financial goal prioritization
  • Cash flow needs and/or savings requirements
  • Investment strategy
  • Asset location
  • Asset allocation
  • Estate and wealth protection plan
  • Giving and philanthropic plan
  • Tax plan
  • Family education and engagement

IMPLEMENT

Can include:

ENGAGE AND REVIEW

  • Regularly review progress towards goals
  • Stay abreast of environmental changes (economy, markets, tax and estate laws, etc.)
  • Refine plan as needed
  • Continually monitor investments and rebalance investment portfolios when appropriate