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Individuals/Families

Wealth building is both art and science; it demands the integration and coordination of many factors. Using a wide-angle lens, The Bulfinch Group helps individuals and families organize the many facets of their financial world including protection, taxes, wealth management, and estate & legacy planning.

Our holistic 5 Step approach connects every aspect of the client’s financial picture to individual life goals and dreams. Using a rules-based methodology, The Bulfinch Group’s highly knowledgeable associates help clients to strategically and efficiently build a secure and robust personal balance sheet that will help build and preserve wealth.

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