Parents encouraging child as "museum" as nothing to do with bank

Eastern Bank Wealth Management

We have the financial strength to deliver the solutions you need and offer the personal attention that can come only from a community bank.

Our Services

The depth and breadth of our financial planning, portfolio management and fiduciary services ensures all of our clients’ needs can be met through a single source – Eastern Bank Wealth Management.  We invite you to come and see how.

Financial Planning

We offer a proven approach to financial planning – one that puts your needs at the forefront. Whether you are planning for retirement, saving for a child’s education or contemplating selling a business, our seasoned team of relationship managers brings a proven process and years of experience to each client engagement.

Portfolio Management

We tailor the construction of your overall portfolio to your specific requirements. This process includes strategic and tactical asset allocation, and specific equity and fixed-income investment styles. We offer a complete package of styles and capabilities.

Fiduciary Services

Choosing a fiduciary is an important decision.  Eastern Bank excels in this role.  At Eastern Bank Wealth Management, our team is comprised of knowledgeable and well experienced officers with administrative capabilities to fulfill our fiduciary duties as corporate trustee and/or personal representative.

Our Mission

For over a century, Eastern Bank Wealth Management has helped high net-worth individuals and business owners maximize and preserve their wealth. Bridging the financial strength and reputation of a $10 billion dollar institution with the expertise of a wealth manager with $2 billion in assets, we bring world-class financial solutions and service – right to you. We have built our reputation on doing what’s best for our clients. Utilizing a multifaceted approach that emphasizes financial planning, our team strives to understand all we can about our clients in order to provide solutions aimed at solving each client’s unique financial goals and challenges.

What our clients say about us

"My Account Officer is a truly professional, seasoned, experienced Trust Officer.  She is customer focused and is responsive to customer needs.  We have tremendous confidence in my Account Officer's guidance, investment perspective and advice.  She consistently exceeds expectations going above and beyond to create a positive customer experience each and every encounter whether by phone, email, or personal contact."

What our clients say about us

"My Account Officer and his assistant have been exceptional to our families. We have multiple wealth management accounts with your bank and have never received this amount of attention and attention to detail from our other investment firms. They are the reason we chose to move the remaining accounts we had in our state to your institution. We are happy with the portfolios performances so far and look to have a long relationship with your bank."

What our clients say about us

“My Account Officer provides us with insight to invest our money in the most beneficial way to provide for our future.  He is extremely professional, knowledgeable, and always available when I have a question. He has always had my families’ best interest in mind.  He is kind to my aging parents and provides them with the same fantastic service.  He made sure our wills were up to date, along with all our insurance policies. Plus, he is always on top of our investment needs.  I consider him a friend and we are blessed to have him as our advisor.”