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Wealth Management Mission

Our mission is to help clients develop and refine their sense of financial purpose and direction through a relationship based on frequent and open communication. By working with you to develop a plan and using the best solutions available, we will help you develop a true “destination”. To do this, we apply a well-communicated, thorough and consistent investment process that employs a fair-value approach, paying close attention to costs and fees in balance with desired results.

You should expect a relationship based on open and developing communication. It is our duty to provide you with professionalism, responsiveness and accessibility, always acting in your best interest.

Client Bill of Rights

  • Your best interests always come first
  • We will take the time to know and understand your unique goals and needs in an effort to develop ‘financial purpose/direction’
  • You will only receive recommendations for investments that are suitable.
  • You will receive impartial advice and receive the highest levels of care, diligence, and good judgment
  • You can expect us to be accessible and responsive – our goal is to respond within 24 hours
  • You will work with a group that will act morally and ethically at all times

Schedule a Consultation Today

Schedule a confidential, no-obligation consultation today. Contact the Wealth Management 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.

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