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Bristol Wealth Group

EST. AUM
$985,583,020

CONTACTS
4

CLIENT ACCOUNTS
2,073

Firm Details

Metro area Boston
CRD Number 330145
Website bristolcountysavings.com
Client types

Overview

Bristol Wealth Group is the wealth management division of Bristol County Savings Bank, delivering tailored financial planning and investment management services to individuals, families, businesses, municipalities, and nonprofits throughout Massachusetts and Rhode Island. The firm emphasizes personalized advisory solutions, building deep client relationships rooted in trust, integrity, and a conservative investment philosophy. Services include comprehensive financial planning, retirement strategies, personal investing, legacy planning, risk management, and customized portfolio advice. Supported by FINRA-registered representatives and SEC-registered advisory professionals, Bristol Wealth Group leverages institutional resources while maintaining a local, client-first approach to wealth preservation and growth.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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