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Wealth Management. Redefined.

Over time, the term Wealth Management has come to be used interchangeably with that of Investment Management. Historically, Investment Management has been defined as the selection, appropriate allocation and continuous management of financial assets. A search for ‘Wealth Management’ will highlight many resources offering ‘Investment Management’; but few are representative of a comprehensive Wealth Management philosophy.

At The Bulfinch Group, we believe Wealth Management should be far more than a well-designed investment selection and a discussion focused on rates of return. We have redefined Wealth Management to create a complete client experience that begins by putting your life at the center of the conversation, not your money.

With a client-centric focus, we work to safeguard your wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets -- all threats to long-term financial stability. We look at all the elements that will impact you, your family, and/or your business.  

In coordination with an experienced team of your Bulfinch specialists, we create in-depth assessments on how to maximize cash flow, optimize tax planning, provide protection and build and grow your wealth to reach your unique goals. We work with you, for you, to help you achieve your vision.