Personal Financial View®

Looking for financial planning help?  Watch this video that shows how we can help you simplify your personal financial picture: CLICK HERE

 

Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized web site and custom account services that Baystate provides.

This technology platform, which we call Personal Financial View^sm , puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.

· Personal Account Aggregation

· Up-to-date monitoring of your financial picture

· Investment allocation across all money-types

· Details by holding for asset class and sector analysis

· Secure online “Vault” for documents