Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Strategic Alliances
Baystate Team Resources
Abigale Shields
Extended Team of Baystate Resources - Director of Financial Planning
Michael Aruta
Extended Team of Baystate Resources - PFV Planning Specialist
Alan Roycroft
Extended Team of Baystate Resources - Senior Vice President - Investments
John Cogswell, CFA
Chief Market Strategist - Baystate Wealth Management
Joshua Pierce, CFP®, CAIA
Chief Investment Officer, Director of Research - Baystate Wealth Management
Andy Mai, CFA
Analyst - Baystate Wealth Management
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.