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. July 2017 PM Report

    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.

  2. June 2017 PM Report

    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.

  3. May 2017 Manager's Report

    Risk for People who Don't Like Statistics
    JOHN COGSWELL, CFA
    The genesis for this month's topic is a telephone call with a financial advisor in the area. Not long ago, I connected with this advisor to discuss...