Locations
For more than two decades, the wealth management division has formed meaningful client relationships focused on helping clients achieve positive financial outcomes. Our knowledgeable team has more than 100 years of combined experience with $250 million assets under management. Through our relationship with LPL Financial LLC, we provide access to all the investment products and services that you would expect at a big bank, delivered with the personalized service of a local organization.
What We Offer
- Individuals and Families
- Retirement Planning
- Education Planning
- Investment Advisory with the capability to add an Environmental, Social and Governance (ESG) approach
- Managed Investment Accounts
- Businesses and Non-Profits
- Retirement Planning
- Investment Advisory
- Business Exit Planning
- Insurance Planning
Our Products
Stocks
Bonds
Exchange Traded Funds (ETFs)
Mutual Funds
Annuities (Fixed, Income, Variable)
CDs
Life Insurance
Long-term Care Insurance
Investment Management
Ready to start planning?
Contact us to schedule a no-obligation consultation.
Whether this is your first time speaking with a financial advisor or you are simply looking for a second opinion, learn how we can work together on your financial decisions such as:
- How do I set financial goals for the future?
- How much do I need to save for retirement and when should I begin?
- How can I finance my kids’ education?
- How can I pass my assets on to my children or grandchildren?
- How do I setup retirement plan services for my employees?
- How can I better employ assets to reduce my taxes?
You can also schedule a no-obligation consultation by calling Donna Bartholomew at 781.682.3209, Sue Mercurio at 781.682.3217 or email us at [email protected].
Our Wealth Management Team
Investment Calculators
Wondering how much you need to save to reach your goals? Our financial calculators can tell you everything from how to save 1 Million dollars to how much a future investment will be worth.
BrokerCheck
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. South Shore Bank and the Investment Center at South Shore Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Investment Center at South Shore Bank and may also be employees of South Shore Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South Shore Bank or the Investment Center at South Shore Bank. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
South Shore Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. South Shore Bank is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.