Wealth Management and Trust Solutions

Reliable Guidance to Secure Your Future and Shape your Legacy

Whether you’re growing your portfolio, managing a trust, or settling an estate, our local professionals provide expert guidance tailored to your needs.

Let's Get Started.

Call our Wealth Management & Trust Services Team to learn more: (413) 775-8335

Wealth Management

Your Portfolio, Cultivated With Care
  • Our local advisors design tailored investment strategies that grow with you, balancing performance with respect for your values.
  • Custom portfolios aligned with your goals and risk profile
  • Discreet, attentive service — including anonymous accounts
  • Ongoing adjustments as markets and life circumstances change
 

Trust Services

Protecting What Matters Most
  • A trust is more than a financial tool — it’s a blueprint for your legacy. We manage every detail with precision and compassion, ensuring your intentions are honored.
  • Administration according to your documents and donor intent
  • Experienced, highly trained staff with continuity and confidentiality
  • Secure recordkeeping, tax reporting, and personalized support

Estate Settlement

Guidance When Families Need It Most
Managing an estate can be overwhelming. Our team handles every detail with professionalism and care, protecting your wishes and supporting
your loved ones.
  • Probate oversight and legal compliance
  • Asset and property management, including real estate and valuables
  • Tax preparation, final accounting, and timely filings
  • Family support and mediation
 

Other Services

  • Bill Payment
  • All accounts will receive 24 free disbursements annually. Account will be
  • charged $5.00 per disbursement thereafter. A minimum account balance may apply. 
  • Court Accountings
  • Personal Representative (Executor)
  • Power of Attorney
  • Tax Preparation
Time and expense for other services are charged directly to the account.
All fees are subject to the terms of the governing document and state laws where applicable. These schedules are subject to change with 30 days written notice. Annual fees are deducted monthly unless other arrangements are made. Reasonable charges will be made for services not normally covered by standard schedules or for extraordinary services as they may be required based upon individual circumstances.