Eastern Trust Wealth Management offers all-encompassing services for our clients. As a Financial Services firm in the Boston area, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Eastern Trust Wealth Management has been serving the Boston community for more than two decades.
Mike and his team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach.
Mike and his team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach.
Services
With over 20 years of experience, Mike is our team's senior member and principal. He began his career spending 9 years as a Vice President of Investments at Smith Barney, and a subsequent 6 years in the same capacity at UBS Financial Services. He focuses primarily on asset management and retirement planning for individuals and families.
Through a series of meaningful conversations, we can help you prioritze goals, understand the impact of cash flow, determine proper asset allocation, manage risk and assess estate and charitable planning objectives. As we build your integrated financial plan, we communicate regularly and track its performance, making adjustments for life changes and economic conditions.
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