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INVESTMENT MANAGEMENT

Wellesley Investment Partners is an independent Registered Investment Advisor committed to operating with integrity, transparency, and the highest ethical standards. As a wholly owned subsidiary of Wellesley Bank, we share the same conservative principles that have made Wellesley Bank a financially responsible and trusted community partner for nearly 100 years. With broad experience, robust investment research capabilities, and access to many of the area’s most respected financial planning, taxation, and estate planning professionals, we can provide comprehensive wealth management to individuals, institutions, and family offices.

Go to Wellesley Investment Partners website.

Products and services made available through Wellesley Investment Partners, LLC, are not insured by the FDIC or any other agency of the United States or by the Share Insurance Fund and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk including the possible loss of value.