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Baystate Wealth Management

EST. AUM
$2,770,128,298

CONTACTS
8

CLIENT ACCOUNTS
6,147

Firm Details

Metro area Boston
CRD Number 151664
Website baystatewealth.com
Client types

Overview

Baystate Wealth Management (BWM) specializes in creating and managing customized portfolios for discerning clients who seek personalized wealth management services from experienced, trustworthy individuals. By combining a high-touch approach with diversified portfolios, BWM provides appropriate risk-adjusted returns over several market cycles. Baystate is now a part of Mariner Wealth Advisors, following their acquisition, which closed in January 2024.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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