Senior Partner
Baystate Financial Services is one of New England's oldest and largest full service financial firms. We are a group of highly trained professionals in the areas of insurance, business succession, estate conservation, retirement planning, employee benefits, long-term care insurance and education funding strategies. Since 1901, our organization has provided a growing number of professional and business clients with a broad range of services specifically designed to help meet their distinctive needs. Our full service capabilities range from custom designing programs to all aspects of plan implementation. We are licensed to provide insurance and investment products, and use them to objectively design a plan that is responsive to our clients needs, risk profile and personal situation. At Baystate Financial Services, we are prepared to help our clients solve their basic and complex insurance and investment needs. We are committed to quality, service and developing long-term client relationships.
Providing innovative investment management, generational planning and wealth transfer solutions through a comprehensive and coordinated approach for clients. This is a focused service for high‐net worth individuals, successful professionals, business owners and their families. We bring a fresh perspective to investment strategies backed by over three decades of experience. I am supported by a team of professionals whose mission is to provide unparalleled service that meets clients needs and exceeds their expectations. This is achieved through integrity, knowledge and consistency of a team that is committed to excellence in all that they do. ►Wealth Management ►Financial Planning Strategies for Professionals and Business owners Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA. org / www.SIPC. org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Boston Wealth Strategies. Boston Wealth Strategies, 250 First Avenue, Suite 102, Needham, MA 02494 (781) 449-7000 This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
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