Wealth Management

Expert advice and customized solutions for your evolving financial needs.

A Warm Welcome to Wellesley Investment Partners Clients

Now that Wellesley Investment Partners and Cambridge Trust are one, we look forward to getting to know you. You’ll still have access to your Wellesley Investment Partners team that you’ve come to rely on but now you can also benefit from our expanded wealth management capabilities.

Together, we will continue to provide you with exceptional personal service and custom financial solutions you need to build and protect your wealth for the things that matter to you and to deliver the most important return of all – trust.

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The State of the Market During Election Season

Jennifer Pline, CFA, Head of Wealth Management; David Lynch, CFA, Chief Investment Officer; and David Strachan, Director of Relationship Management, together with our equity, fixed income and economic experts, share their current thinking on how the election may impact the economy and financial markets.

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Virtual Event Featuring Skinner Inc. CEO Karen Keane

In this 60-minute Zoominar, our panel discusses the current market trends for jewelry, fine art, and other valuable objects and important financial planning and estate settlement issues that you may wish to consider.

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Who do you trust to help build and protect your wealth?

A truly personal banking relationship and sound financial advice have never been more important.

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 For over 100 years, families and business owners have trusted us to help build and preserve their wealth for the goals and priorities that matter to them. Our investment and relationship management teams take a holistic approach to each client's financial life, which includes sophisticated and forward-thinking investment expertise. 

- Jennifer A. Pline, CFA, EVP of Wealth Management

 

Wealth Management Team

Our wealth managers develop trusted relationships by gaining a thorough understanding of the important goals and values that matter most to each client.​


Meet the Team

New Hampshire Trust Advantage

New Hampshire offers some of the most favorable and flexible trust laws in the country, and our New Hampshire team can help you benefit.

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Who do you trust?

No matter where you are in your personal life, your career or even your retirement, you need someone you can trust to give your financial life the attention it deserves.