Wealth Management

For more than two decades, our wealth management division has formed meaningful client relationships focused on helping clients achieve positive financial outcomes. Our knowledgeable team has more than 100 years of combined experience with $200 million assets under management. Through our relationship with Osaic Institutions, Inc., we provide access to all the investment products and services that you would expect at a big bank, delivered with the personalized service of a local organization.  

Ready to start planning?

Contact us to schedule a no-obligation consultation.

Whether this is your first time speaking with a financial advisor or you are simply looking for a second opinion, learn how we can work together on your financial decisions such as:

  • How do I set financial goals for the future?
  • How much do I need to save for retirement and when should I begin? 
  • How can I finance my kids’ education? 
  • How can I pass my assets on to my children or grandchildren?
  • How do I setup retirement plan services for my employees? 
  • How can I better employ assets to reduce my taxes?

You can also schedule a no-obligation consultation by calling Donna Bartholomew at 781.682.3209, Sue Mercurio at 781.682.3217 or email us at southshore@osaicinstitutions.com.

Our Wealth Management Team

Patrick C. Dougherty, CFP®

Financial Advisor

David W. Kelson, Jr.

Financial Consultant

Stephen Lubin, CFP® 

Financial Advisor

Donna Bartholomew

Registered Wealth Management Assistant, South Shore Bank, Financial Assistant, Osaic Institutions, Inc.

Sue Mercurio

Licensed Investment Assistant

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Know Your 401(k) Options

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options. Read More.

Retirement Planning: The Basics

You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Read More. 

Investment Calculators

Wondering how much you need to save to reach your goals? Our financial calculators can tell you everything from how to save 1 Million dollars to how much a future investment will be worth.  


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Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and South Shore Bank are not affiliated. Products and services made available through Osaic Institutions 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.