What are some popular wealth management services?

A wealth manager in Duxbury, MA can provide a plethora of wealth management services to clients. From investment management to estate planning, a wealth manager can help clients achieve their financial goals. Duxbury, MA, known for its stunning beaches and picturesque landscapes, is also home to a vibrant community of entrepreneurs and business owners. As such, a wealth manager in Duxbury can provide specialized services to help these individuals manage their wealth effectively. This may include business succession planning, tax planning, and risk management strategies. With their knowledge of the local economy and business landscape, a wealth manager in Duxbury can help clients navigate the unique challenges and opportunities that come with building and maintaining wealth in this bustling community.

What are people saying about wealth management services in Duxbury, MA?

Duxbury, MA is the perfect place to find a wealth manager due to its affluent community and access to top-notch financial resources. With a population of just over 15,000, Duxbury is a tight-knit community that values financial stability and security. The town is home to some of the most prestigious financial institutions in the country, including Fidelity Investments and State Street Corporation. These companies offer a wealth of financial knowledge and expertise that can be invaluable when it comes to managing your assets. Additionally, Duxbury is known for its beautiful beaches and stunning natural scenery, making it an ideal place to live for those who value a high quality of life. With its combination of financial resources and natural beauty, Duxbury is the perfect place to find a wealth manager who can help you achieve your financial goals.

What does a wealth manager do?

A wealth manager in Duxbury, MA is responsible for managing the financial affairs of high net worth individuals and families residing in the affluent coastal town. With its picturesque beaches, historic landmarks, and charming New England architecture, Duxbury is a popular destination for affluent individuals seeking a tranquil and luxurious lifestyle. A wealth manager in Duxbury must possess a deep understanding of the local economy, tax laws, and investment opportunities to provide clients with tailored financial advice that aligns with their unique goals and aspirations. From managing investment portfolios to creating estate plans and providing tax-efficient strategies, a wealth manager in Duxbury is a trusted advisor who helps clients navigate the complexities of wealth management in a rapidly changing financial landscape.

When should you get a wealth manager?

Duxbury, MA residents should consider reaching out to a wealth manager when they have amassed a significant amount of wealth and are looking for ways to preserve and grow it. With its picturesque coastal setting and affluent community, Duxbury is known for attracting successful professionals, entrepreneurs, and retirees. However, managing wealth can be a complex and daunting task, especially if you have multiple assets, investments, and financial goals. A skilled wealth manager can help you navigate the intricacies of tax planning, estate planning, risk management, and investment strategies. Additionally, they can provide personalized advice and guidance based on your unique circumstances and aspirations. Whether you are planning for retirement, funding your children's education, or leaving a legacy for future generations, a wealth manager can help you achieve your financial objectives with confidence and peace of mind.

How do I choose the right wealth manager?

A skilled wealth manager in Duxbury, MA must possess a range of important qualities to effectively manage the financial well-being of their clients. Firstly, they must have a deep understanding of the local economy and financial climate in Duxbury, which is known for its affluent residents and strong real estate market. Additionally, they must have a keen eye for detail and be able to analyze complex financial data to make informed investment decisions. Furthermore, they should possess excellent communication skills to clearly convey financial information to their clients and ensure they understand their investment strategies. Finally, a successful wealth manager in Duxbury must be able to adapt to changing market conditions and adjust their investment strategies accordingly to ensure their clients' financial goals are met.

What are the best wealth management firms in Duxbury, MA?

Duxbury, MA may be a small town, but it is home to some of the top wealth management firms in the area. These firms specialize in providing comprehensive financial planning services to high net worth individuals and families. With a population of just over 15,000, Duxbury is a tight-knit community that values personalized attention and customized solutions. The wealth management firms in Duxbury understand this and strive to provide their clients with unique, tailored strategies that meet their specific financial goals. Whether it's retirement planning, investment management, or estate planning, these firms have the expertise and experience to help their clients navigate the complex world of finance with confidence and ease.

How do wealth managers get paid?

Wealth managers in Duxbury, MA are typically compensated in a variety of ways. One common method is through a fee-based structure, where clients pay a percentage of their assets under management (AUM) as a fee. This compensation model incentivizes wealth managers to grow their clients' portfolios as their compensation is tied to the level of AUM. Additionally, some wealth managers in Duxbury may receive commissions or bonuses for selling certain investment products. It's worth noting that Duxbury, MA is a town with a high median household income, which can make wealth management services more in demand. This demand for services can lead to higher compensation for wealth managers who are successful in their roles. However, with higher compensation comes higher expectations, and wealth managers in Duxbury must work diligently to ensure they are providing value to their clients in order to justify their fees.

Find the Best Wealth Management Services in Duxbury, MA

Connect With a Wealth Manager

List of Firms

Duxbury, MA Wealth Management Firms

Donovan Wealth Management Group - Ameriprise Financial Services, LLC

SEC File# 801-28543

CRD# 6363

175 Derby St Unit 1, Hingham, MA 02043, USA

(781) 749-7747

https://www.ameripriseadvisors.com/team/donovan-wealth-management-group/?cid=IP_local_google

Directions

Shoreline Private Wealth Management - Ameriprise Financial Services, LLC

SEC File# 801-28543

CRD# 6363

25 Recreation Park Dr Ste 210, Hingham, MA 02043, USA

(781) 556-0480

https://www.ameripriseadvisors.com/team/shoreline-private-wealth-management/?cid=IP_local_google

Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed

Directions

Odinic Advisors LLC

64 Court St #2, Plymouth, MA 02360, USA

(774) 343-5172

Directions

HMC Investment Management

19 Depot St, Duxbury, MA 02332, USA

(781) 934-5432

http://www.jamiehansman.com/

Directions

Irving Wealth Management

Suite 109, South, 800 Hingham St, Rockland, MA 02370, USA

(781) 871-9160

https://www.jayirving.com/

Directions

Blue Hills Wealth Management

5 out of 5

300 Crown Colony Dr # 102, Quincy, MA 02169, USA

(617) 471-6800

http://www.bluehillswm.com/

Directions

Tidegate Capital LLC

405 Washington St, Duxbury, MA 02332, USA

(781) 285-3502

http://www.tidegatecapital.com/

Directions

Where Wealth Management Advisors in Duxbury, MA Serve

Nestled on the coast of Massachusetts, Duxbury is a charming town with a rich history and vibrant community. From the iconic Duxbury Beach to the stunning Powder Point Bridge, this town boasts a plethora of landmarks that are sure to captivate any visitor. In terms of top employers, Duxbury is home to a variety of businesses, including the Duxbury Public Schools, Mirbeau Inn & Spa, and the Duxbury Bay Maritime School. These companies provide ample job opportunities for the town's residents and contribute to the local economy. When it comes to major highways and streets, Duxbury is conveniently located near Route 3 and Route 53, making it easy to travel to nearby cities like Boston and Plymouth. Additionally, the town's main street, Washington Street, is lined with quaint shops and restaurants that are perfect for a leisurely stroll. Duxbury is divided into several neighborhoods, each with its own unique character and charm.

Nearby Locations

Andover, MA Barnstable County, MA Berkshire County, MA Beverly, MA Boston, MA Bristol County, MA Burlington, MA Cambridge, MA

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Duxbury, MA could benefit from a bank in numerous ways. For starters, the bank could offer various financial services such as checking and savings accounts, loans, and credit cards. Additionally, the bank could provide investment opportunities for those looking to grow their money. Moreover, with Duxbury being a coastal town, the bank could offer specific services related to maritime industries such as boat loans and insurance. Furthermore, the bank could assist in financing the restoration of historical homes, which Duxbury is known for. Lastly, the bank could offer financial education and resources to the community, helping residents make informed decisions about their money and investments. Overall, a bank in Duxbury would provide essential financial services and support for the community.

Insurance Broker

Residents of Duxbury, MA can benefit from the services of an insurance broker in several ways. An insurance broker can help residents navigate the complex world of insurance and find the right coverage for their unique needs. With Duxbury being a coastal town, residents may need specialized insurance coverage for their homes and properties to protect against potential damage from storms and flooding. Additionally, an insurance broker can help residents find affordable health insurance options and ensure they have adequate coverage for medical expenses. Furthermore, an insurance broker can assist residents in finding the best auto insurance policy to protect against accidents and liability. With so many insurance options available, an insurance broker can help residents save time and money by finding the right coverage at the best price.

Retirement Planning

Residents of Duxbury, MA could benefit from the services of a retirement planner in a number of ways. One specific area where a planner could provide valuable assistance is in navigating the complex tax laws that apply to retirement savings in Massachusetts. With its high cost of living and relatively high state income tax rates, Duxbury residents may need to take extra care to maximize their retirement savings and minimize their tax liabilities. A retirement planner could help residents to develop a comprehensive tax strategy that takes into account their unique financial situation and goals. Additionally, a planner could help residents to identify the most appropriate retirement savings vehicles, such as IRAs or 401(k) plans, and to optimize their investment portfolios for maximum growth and income. Finally, a planner could provide guidance on estate planning and other related issues, helping residents to ensure that their assets are protected and their loved ones are provided for in the event of their passing.

Financial Advisor

Residents of Duxbury, MA would benefit from the guidance of a financial advisor in several ways. Firstly, with the median household income of $128,000, Duxbury is considered a wealthy town, and a financial advisor can help residents manage their wealth effectively. Secondly, with a high cost of living, residents may need advice on how to budget and save for future expenses. Additionally, Duxbury has a significant senior population, and a financial advisor can assist them in planning for retirement and managing their investments. Furthermore, with the town's proximity to Boston, residents may need assistance in navigating complex tax laws and maximizing their tax savings. Lastly, with a strong emphasis on education in Duxbury, a financial advisor can help families plan for the high costs of college tuition and create a savings plan for their children's future education. Overall, a financial advisor can provide valuable guidance and support to residents of Duxbury in achieving their financial goals and securing their financial futures.

Mortgage Loan Officer

Residents of Duxbury, MA may seek assistance from a mortgage loan officer for a multitude of reasons. One specific need that stands out in this affluent coastal community is the desire to purchase a second home. With its picturesque scenery and proximity to Boston, Duxbury is a highly sought-after location for vacation homes. A knowledgeable mortgage loan officer can guide residents through the complex process of securing a second mortgage, including navigating the intricacies of investment property financing and understanding the tax implications of owning a second home. Additionally, residents may seek the expertise of a mortgage loan officer when refinancing their primary residence, consolidating debt, or tapping into the equity of their home for home improvements or other expenses. With a mortgage loan officer's help, residents of Duxbury can make informed decisions about their financial future and achieve their homeownership goals.

Tax Services

Residents of Duxbury, MA can benefit greatly from the expertise of a tax advisor. With its affluent population and high property values, Duxbury residents may have more complex financial situations than those in other towns. A tax advisor can help residents navigate the intricacies of the tax code, particularly with regard to deductions and credits that may be unique to Duxbury's local tax laws. Additionally, with many residents owning small businesses or rental properties, a tax advisor can provide guidance on how to maximize deductions and minimize tax liabilities. With the constantly changing tax laws and regulations, a tax advisor can also help residents stay up-to-date on any changes that may affect their financial situation. Overall, a tax advisor can provide invaluable assistance to Duxbury residents in managing their finances and minimizing their tax burden.

Estate Planning Lawyer

Residents of Duxbury, MA can benefit greatly from the services of an estate planning lawyer. With a population of just over 15,000, Duxbury is a small but affluent coastal town in Plymouth County, Massachusetts. An estate planning lawyer can assist Duxbury residents in a variety of ways, such as creating wills and trusts, establishing powers of attorney, and developing healthcare directives. Additionally, the lawyer can help residents navigate the complex and ever-changing tax laws that apply to estate planning. Given the high property values and significant wealth of many Duxbury residents, it is especially important to have an estate planning lawyer who understands the intricacies of Massachusetts estate law and can help clients protect their assets and ensure their wishes are carried out after they pass away.

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