Wealth Management Overview
On June 1, 2020 Wellesley Bank merged with Cambridge Trust. Our personal and business clients will benefit from our combined strengths and genuine commitment to our clients and the community, while continuing to enjoy a relationship with a local team of Premier Bankers at all existing Wellesley Bank office locations.
For more merger information: Details
As a wholly owned subsidiary of Cambridge Trust, Wellesley Investment
Partners shares the same principles that have made both Wellesley Bank and Cambridge Trust a trusted community partner for over 100 years. We take a hands-on approach to service, building personal relationships with each of our clients. When you combine our highly personalized service with our fully integrated investment management and wealth management services, you will have a true partner in helping you achieve your financial goals.
Investment and Advisory Products and Services are not FDIC Insured, No Bank Guarantee, and May Lose Value.