Wealth Management Overview
As a wholly owned subsidiary of Wellesley Bank, Wellesley Investment Partners shares the same principles that have made the Bank 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.