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Wealth Planning Center

The Wealth Planning Center provides clients, individuals, families and businesses 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 assessing your needs and assisting in assembling the team of professionals and range of services to best manage your financial picture. We then work to coordinate these services and communicate strategies for the highest levels of efficiency and cost management.

Services:

  • Estate Planning
  • Elder law/Medicaid Planning
  • Trust Services
  • Investment Management
  • Risk Management
  • Tax Planning

©2014 Broadridge Investor Solutions, Inc.

Schedule a Consultation Today

Schedule a confidential, no-obligation consultation today. Contact The Investment Center at South Shore Bank (781) 682-3209.


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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.