Services for Businesses, Municipalities & Nonprofits

Customized strategies for business owners and entrepreneurs.

As a Southern Massachusetts or Rhode Island business owner, you’ve built something you care about – and you want to see it last. We help you cut through the complexity of your financial situation to create, implement, and manage an all-encompassing business plan designed to pursue your financial goals – personally and professionally.

Services Include

• Business Sales and Valuations
• Retirement Plans
• Personalized Wealth & Investment Management for Local Business Owners
• Risk Management
• Insurance & Annuities
• Estate Planning
• Charitable Giving

Experienced government finance services.

Bristol Wealth Group's experienced team is dedicated to helping Southeastern Massachusetts and Rhode Island's cities and towns of all sizes meet their long term financial management challenges. Dedicated to providing highly personalized service, our local knowledge combined with vast experience in the public sector provides distinct advantages for municipalities.

Services Include

• Referrals and placement of municipal debt offerings, guiding from concept to underwriting
• Professional Investment Management of OPEB assets
• Fixed Income strategies for middle or longer-term financial goals priorities, emphasizing individual security selection in all fixed income sectors

_{There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Please note, changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.}

Comprehensive guidance for nonprofit organizations.

Nonprofit organizations require financial stability, supported by a reliable portfolio and consistent returns, to fund their mission over the long term. Our team has experience supporting values-driven business models for nonprofit organizations, endowments, and foundations, and we make it our mission to further the financial goals of our clients as best we can.

Services Include

• Investment Policy Review
• Asset Allocation Guidance
• Investment Manager Research and Selection
• Performance Reporting
• Retirement Plan Selection and Advisory
• Consulting and Education
• Risk Management