Financial Planning

At Eastern Bank Wealth management, 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. 

Our Process

We begin by taking the time to understand what is important to you: your goals, objectives, philosophies and investing experience.  Working with our team of financial planners, your relationship manager will create a unique and comprehensive financial plan that may address:

  • Savings strategies
  • Income goals
  • Risk Management 
  • Taxes 
  • Investment Management
  • Trusts and Estate planning

Our goal is to ensure your plan works for you.

Your financial plan is just the beginning.  At Eastern Bank Wealth Management, we recognize that needs change and strategies often need to be revised.  Our approach to financial planning involves active engagement so that as things change, your relationship manager is working with you to ensure your evolving needs are met and any future plans are addressed.