Wealth Management Personalized

Baystate Wealth Management specializes in creating and managing customized portfolios for discerning clients who are looking for personalized wealth management services from experienced people they can trust. By combining our high-touch approach with our diversified portfolios, we are able to provide appropriate risk-adjusted returns over several market cycles.

Newest Resources
  1. Does it still make sense to own Alts?

    Given an increased interest surrounding the role of alternatives in the context of portfolio construction, it seems fitting to address the role that alternatives play in a well-diversified portfolio.

  2. Battling Recency Effect

    Since this market has yet to see a headline it didn’t like, many investors are expecting a continuation of low volatility and higher market levels into the fall and winter months.

  3. Republicans Sweep

    Similar to the “Brexit” referendum, the pollsters, in aggregate, got it wrong. Donald J. Trump will be the next President of the United States of America. Further, his party maintained majority in both chambers of Congress.