A complete list of active advisors currently associated with Bristol Wealth Group

Warmer can help you find a great advisor at Bristol Wealth Group or one who fits your needs even better.

Bristol Wealth Group provides financial planning and discretionary wealth management to a mix of individual and high‑net‑worth clients as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. Services described in the brochure include tailored financial plans, ongoing portfolio management across individual equities, bonds, mutual funds and ETFs, and implementation support where requested. The firm says it builds client portfolios using fundamental analysis and develops individualized investment policies based on each client’s goals, risk tolerance, and time horizon, with discretionary trading authority used for most managed accounts. Account monitoring and reviews are performed on an ongoing basis with at least annual formal reviews, and the firm commonly custody and executes trades through Schwab institutional platforms. What distinguishes the firm within its peer group is its bank‑affiliated ownership structure — the adviser is owned in part by Bristol County Savings Bank and operates under the bank’s wealth platform — and the firm’s evident overlap with other financial services: multiple investment‑adviser representatives are licensed insurance agents and may receive commissions on insurance transactions. The brochure also highlights experience with institutional and public‑sector retirement arrangements (including pension plans and a staff member’s role on a regional school OPEB board), a set of services and affiliations that are less common among similarly sized advisory teams.

To learn more about the advisors currently working at Bristol Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.