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Business Owners 

As a business owner, you wear many hats and play many roles to reach success both professionally and personally.  Our dedicated, experienced Relationship Managers at Eastern Bank Wealth Management understand your diverse and interrelated financial challenges and have the tools and knowledge to help you meet them.  Our specialized services include:

Retirement Planning
We can help you maximize your retirement savings, minimize taxes, and take advantage of this valuable benefit to attract and retain employees.  Learn more >>

Executive Services
Our skilled Relationship Managers will work closely with you to tailor key business needs such as tax planning, executive compensation, employee benefits, and even private banking for partners and principals.

Business Succession Planning
If you’re thinking about leaving or selling your business, we can help you plan an exit strategy that minimizes tax implications and maximizes your income stream.

Estate Planning
If you want to include your business in your estate, we can help you maximize tax planning, fiduciary responsibilities, and disbursements.

In addition, the Investment Team at Eastern Bank Wealth Management offers proven, successful, benchmarked investment management for the business and institutional marketplace.

Learn More
To schedule a meeting with a Relationship Manager, please call 617-897-1189.