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You & Your Family

At the end of the day, each of us is doing our best to live our best lives. While money is no assurance of a good life, not having enough money for lifelong financial security threatens our potential to realize our goals, wishes and dreams. Wealth building is both art and science; it demands the integration and coordination of many factors.

When The Bulfinch Group describes redefining wealth management, we are looking at the individual or family’s entire portfolio. Our first step is to protect the cash flow of the client, which is the single most important factor in wealth building. This may entail tax and estate planning, and other forms of asset protection. Then we define the client’s short and long-term goals, creating strategies to maximize wealth while safeguarding value.

Using a wide-angle lens, The Bulfinch Group helps individuals and families organize the many facets of their financial world including risk management, tax strategies, investment management, and estate and legacy planning. Our holistic approach for business, estate planning and wealth transfer strategies connect every aspect of the client’s financial picture to individual life goals and dreams. 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 their wealth.

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