Broker Check

What We Do

We make it our responsibility to help ensure that individuals, families and businesses reach a maximum wealth potential. We accomplish this by offering unmatched experience and world class service to our clients; The Bulfinch Group focus is on understanding our clients’ unique dreams and aspirations and implementing comprehensive strategies to help them build and preserve wealth.

Every client situation is unique and we recognize that there is no one-size-fits-all strategy – we thoroughly review your financial position, delivering a plan that best addresses your financial concerns, goals, and objectives.

As your dedicated team, we can help fully implement, monitor, and analyze your financial positions as well as the market as a whole – constantly adjusting to best fit your ever-changing needs as well as regularly communicating our progress.

We offer our clients comprehensive solutions to grow and preserve wealth by redefining the wealth management process. Our philosophy is that wealth management goes far beyond investment management. We believe in a protection-first strategy for clients, protecting cash flow-- the engine behind all growth.