Baystate Wealth Management
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
1 Marina Park Dr Fl 16, Boston, Massachu...Phone Number
(617) 982-5200Website
www.baystatewealth.comRevenue
<$5 MillionIndustry
About Baystate Wealth Management
Mariner Managed Account Solutions provides personalized and customized portfolio management services, acting as a fiduciary to both advisors and clients. The company specializes in developing tailored investment strategies and asset allocations for high-net-worth clients, focusing on risk management and effective communication. With a commitment to understanding each client's unique needs, Mariner collaborates closely with advisors to create intentional portfolios that align with clients' goals. Established in 2010, Mariner emphasizes a client-first mindset and a strong work ethic in its operations.Explore more
SIC Code 62,628NAICS Code 52,523Show moreBaystate Wealth Management Org Chart
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Mariner Managed Account Solutions provides personalized and customized portfolio management services, acting as a fiduciary to both advisors and clients. The company specializes in developing tailored investment strategies and asset allocations for high-net-worth clients, focusing on risk management and effective communication. With a commitment to... Read More
