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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.

An overview of our offerings can be found below, and we invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Individual and Family Planning

Family Security:

All the planning in the world won't help a family that is under-prepared to face some of life's harshest challenges; disability, illness, an untimely death. The Bulfinch Group will help your family prepare to replace lost income under any circumstance, including other potential wealth-eroding factors such as inflation & taxes.

Estate Planning:

Wouldn't it be nice to have peace of mind knowing that you have prepared a legacy for those you love and the causes you support? Protection and planning for your heirs, estate tax planning,  trust establishment and charitable giving are just a few of the issues that The Bulfinch Group can help you with.

Retirement Security:

Everyone wants a "comfortable" retirement. But wouldn't it be better to have a plan capable of achieving results beyond comfort? We will help you maximize your retirement income to live the life you've always wanted.

Business Planning

Corporate Benefits Solutions:

Bulfinch Benefits provides a one-stop process for comprehensive group life, health and disability coverage, and retirement plans. We designe, implement and service corporate benefit programs, and also assist with analysis and referral for liability (property and personal) workman's compensation and more.

401(k) & Retirement Planning:

Retirement plans not only provide a business owner with the means for a comfortable retirement, but they are also essential tools for helping employers attract and retain high quality, dedicated employees. The Bulfinch Group assists business owners and managers with designing the appropriate 401(k) and other retirement plans to suit their specific employee base and company profile.

Key Employee Insurance:

Would the loss of business owner or top manager greatly affect you company's bottom lines? The Bulfinch Group can arrange programs to indemnify your company and protect its assets in the event of partner death or disability, or the unforseen loss of a key employee.

Selective Benefits for Key Individuals:

Bonus plans, non-qualified retirement deferred compensation plans, and supplemental disability plans are extremely useful tools to recruit and retain top talent. The Bulfinch Group can establish these selective benefits programs, as well as special incentives for retaining and rewarding key employees.

Business Continuation:

The Bulfinch Group works with many family-owned and small businesses to help them plan for business continuity and plan for challenges, such as taxes, legal fees, and family discord that might interfere with that plan.