Baystate Wealth Management

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Baystate Wealth Management Overview

Type

Multi Family Office

General Information

Baystate Wealth Management is a multi-family office headquartered in Boston, United States. Founded in 2009 by investment industry veterans, the firm provides discretionary portfolio management, outsourced CIO services and personalized wealth planning to affluent families and independent advisors. Its in-house research team structures diversified allocations across risk, diversification and protection assets, aiming to preserve and grow multigenerational capital while guiding clients through complex financial decisions.

Contact Information

Website:
https://baystatewealth.com/

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Overland Park, MA, United States

Portfolio & Notable Allocations


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Baystate Wealth Management | Overland Park Multi Family Office | Altss