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Integrated wealth planning to guide your financial life.

Running or owning a successful business requires you to make complex financial decisions that affect the future of your business. Not to mention the decisions you must make for your personal finances. At Eastern Bank Wealth Management, we have the experience, people, and resources to help integrate your personal and business investments in one complete relationship. Discover what we can build for you.

Eastern Bank Wealth Management 

When you own or run a business, you’re faced with many financial decisions, not to mention decisions regarding your personal finances. At Eastern Bank Wealth Management, our philosophy is to manage all your needs, integrating your personal and business finances, to help you manage your complete financial picture. 

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. 
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Institutional Investment Management
When it comes to managing investments, reputation, performance results, and experience are everything. The Investment Team at Eastern Bank Wealth Management provides investment management for municipalities, corporations, nonprofit organizations and endowments with asset allocation and investment performance to reach their goals.
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