List of Firms
Hingham, MA Wealth Management Firms
Diversified Financial Management
Sinclair Wealth Management Group - UBS Financial Services Inc.
Merrill Lynch Wealth Management Advisor Anthony M Florio
One Charles Private Wealth Services, LLC
Michael Welch - Financial Advisor, Ameriprise Financial Services, LLC
Gary McGovern - Raymond James
Destefanis Financial Services
Julia Ortenzio - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Frank O'Brien III
LPL Financial
Fidelity Investments
South Shore Wealth Management - Ameriprise Financial Services, LLC
McConnell & Co., Inc.
Commonwealth Financial Group
Merrill Lynch Wealth Management
Axelson Wealth Management Group
Where Wealth Management Advisors in Hingham, MA Serve
Hingham, MA is a historic town located on the South Shore of Massachusetts. Home to several notable landmarks, including the Old Ship Church and the Hingham Cemetery, the town boasts a rich history dating back to the 17th century. Top employers in the area include the Hingham Public Schools, the Hingham Institution for Savings, and the Talbots Corporation. Major highways such as Route 3 and Route 228 provide easy access to neighboring towns and cities, while streets such as Main Street and North Street offer a charming downtown area filled with shops and restaurants. Hingham is also home to several distinct neighborhoods, including the coveted Crow Point, which offers stunning waterfront views and a tight-knit community feel.
Services Provided by Wealth Management Companies
Banks and Credit Unions
Insurance Broker
Retirement Planning
Financial Advisor
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
Comprehensive Wealth Management FAQs
Wealth management services offered by a wealth manager in Hingham, MA can be extensive and tailored to the specific needs of each individual client. With a deep understanding of the local economy, a wealth manager in Hingham can provide a range of services that include investment advisory, retirement planning, tax planning, estate planning, and risk management. Hingham, MA is a coastal town that is home to some of the most affluent communities in the state. As such, wealth managers in Hingham have a unique perspective on the needs of high net worth individuals and families. They possess a deep understanding of the local real estate market, which is known for its luxury properties and high-end developments. Additionally, they have a keen sense of the local business environment, which is dominated by a diverse range of industries, including healthcare, technology, and financial services. With this knowledge, wealth managers in Hingham are well-positioned to provide their clients with comprehensive wealth management solutions that are tailored to their unique needs and goals.
Hingham, MA is the ideal location to acquire a wealth manager due to its affluent community and thriving economy. With a median household income of over $130,000, Hingham is home to a vast array of successful entrepreneurs, business executives, and high net worth individuals. The town's proximity to Boston, one of the world's financial centers, also makes it an attractive location for wealth management firms. Furthermore, Hingham's picturesque harbor and historic downtown provide a unique setting for networking opportunities and client meetings. The town's commitment to preserving its rich history and natural beauty also reflects its dedication to long-term financial planning and investment strategies. In short, Hingham offers the perfect blend of economic prosperity, cultural charm, and strategic location, making it an excellent choice for anyone seeking a top-notch wealth manager.
A wealth manager in Hingham, MA is responsible for managing the financial assets of their clients. They work with individuals and families to create personalized financial plans that align with their goals and objectives. One specific aspect of Hingham, MA that a wealth manager must consider is the town's affluent population. With a median household income of $125,000, Hingham is home to many high net worth individuals who require specialized financial services. The wealth manager must navigate the complex world of investments, taxes, and estate planning to ensure their clients' financial success. They must also stay up-to-date on the latest market trends and economic indicators to make informed decisions on behalf of their clients. Overall, a wealth manager in Hingham, MA plays a crucial role in helping their clients achieve financial security and prosperity.
Hingham, MA residents should consider reaching out to a wealth manager when they have accumulated a significant amount of assets or when they are experiencing a major life transition, such as retirement or inheritance. With its picturesque coastal location and affluent population, Hingham is no stranger to wealth and financial complexity. A skilled wealth manager can help residents navigate the intricacies of investment planning, estate management, and tax optimization, ensuring that their hard-earned assets are protected and grown over time. Additionally, a wealth manager can provide valuable guidance during times of uncertainty, such as economic downturns or unexpected life events. Whether you are a successful business owner, a high net worth individual, or a retiree seeking to preserve your wealth, a wealth manager can help you achieve your financial goals and secure your future.
A wealth manager in Hingham, MA must possess several important qualities to provide effective financial guidance to their clients. Firstly, they must have a deep understanding of the local market conditions and economic trends in Hingham. The town's unique history and location on the coast of Massachusetts make it a desirable place to live, but also present specific challenges and opportunities for wealth management. Secondly, a wealth manager must have excellent communication skills to build trust and rapport with their clients. They must be able to explain complex financial concepts in a clear and concise manner, while also listening attentively to their clients' needs and concerns. Finally, a wealth manager must have a strong ethical compass and be committed to acting in their clients' best interests at all times. This includes providing unbiased advice and avoiding any conflicts of interest. These qualities are essential for a wealth manager to succeed in Hingham, a town known for its affluent residents and thriving business community.
Hingham, MA is home to some of the top wealth management firms in the country. These firms have established a reputation for providing exceptional financial advisory services to high net worth individuals and families. What sets Hingham apart from other cities is its rich history and picturesque landscapes. The town was settled in the 17th century and is known for its stunning colonial architecture and charming New England vibe. Additionally, Hingham is located just a short distance from Boston, making it an ideal location for those seeking a peaceful retreat from the city while still having easy access to all that Boston has to offer. The wealth management firms in Hingham are well-equipped to handle the complex financial needs of their clients, utilizing cutting-edge technology and innovative strategies to help them achieve their financial goals. With a focus on personalized service and attention to detail, these firms have earned a reputation as some of the best in the business.
Wealth managers in Hingham, MA typically get compensated through a combination of fees and commissions. The fees can be charged as a percentage of the assets under management or as an hourly rate for financial planning services. Commissions are earned through the sale of financial products such as mutual funds, annuities, and insurance policies. However, it is important to note that some wealth managers in Hingham, MA may have a fiduciary duty to act in the best interest of their clients, while others may only have a suitability standard. This can lead to conflicts of interest and may impact the type of compensation structure that is offered. Additionally, Hingham, MA is known for its affluent population and high cost of living, which may impact the fees and commissions charged by local wealth managers.