Individuals, families and business owners who have significant assets and complex financial situations require a broad range of professional services and advice to manage toward the goals and constrain the risk in their lives.
The Wealth Planning Center provides our clients with access to a goal-oriented, needs-based set of services. Most importantly, we bring the level of coordination and integration that is essential to successfully manage these complex situations.
We do this by helping our clients assess their needs and assisting them in assembling the team of professionals and range of services to best manage their financial lives. We then work to coordinate these services, facilitating the communication that is essential to provide the highest levels of efficiency and cost management.
List of services:
Schedule a confidential, no-obligation consultation today.
The Investment Center at South Shore Bank (781) 682-3209
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. The Investment Center at South Shore Bank is a trade name of the Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.