ADVICE & PLANNING

Short and Long Term Goal Assessment
Asset Allocation
Investment Strategies
Employee Stock Option Analysis
Education Planning
Executive Compensation

RETIREMENT

Retirement and Benefit Plan Solutions
Retirement Income Planning
IRA’s, 401 (K)s and Annuities
Distribution and Asset Transfer Solutions

INVESTMENTS

Investment Solutions
Investing for Education
Managed Solutions
Alternative Investments

TRACKING PROGRESS

Access and Tracking
Account Statements
Portfolio Performance Reviews
E-Delivery

Stakeholder Coordination:

ESTATE PLANNING SERVICES

Wealth Protection Strategies
Trust Products and Services
Insurance Planning and Products
Philanthropic Solutions for Individuals
and Nonprofits

PRIVATE BANKING

Check Writing
Direct Deposit
Funds Transfer Service
Web Bill Pay

CORPORATE SERVICES

Business Financing
Cash Management
Retirement Benefit Plans
Succession Planning

CREDIT & LENDING

Home Financing, Home Equity
Lines of Credit
Securities – Based Lending
Education Funding

 

Making an Impact – It all starts with a Conversation

Mailing Address

99 Derby Street, Suite 101, Hingham, MA 02043

Contact Info

617-337-4206
info@onecharlespw.com