Attleboro, MA Office
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Bristol Wealth Group
Team
Firm-wide stats for Bristol Wealth Group
About
Bristol Wealth Group is a registered investment adviser that provides financial planning and discretionary wealth management to individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $985.6 million in client assets and operates as a five-advisor team serving roughly 836 clients.
The firm builds tailored investment policies and manages portfolios on a discretionary basis, using fundamental analysis to select individual equities, bonds, mutual funds, and ETFs and adjusting allocations to reflect client objectives and risk tolerances. Financial planning is offered alongside ongoing portfolio supervision and periodic account reviews, with clients able to impose written investment restrictions.
Bristol Wealth Group is majority-owned by Bristol County Savings Bank and manages the bank’s charitable foundation, and several senior personnel hold local nonprofit and development board roles that intersect with client work. Several advisors are licensed insurance agents and may receive separate commissions for insurance sales; the brochure discloses these relationships and describes compliance measures and fiduciary policies intended to mitigate related conflicts.
Based on Bristol Wealth Group
Expertise
Based on Bristol Wealth Group
Location
150 North Main Street
Attleboro MA 02703
Advisors at this office
1
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