Advisory and Trust Services

No matter how you came into your wealth — whether you’ve sold your business, invested successfully, or received an inheritance — you can take steps to optimize your assets and create a clear plan for achieving your financial goals. With proper wealth planning, you can accomplish a wide range of objectives such as leaving a legacy for the next generation or supplementing your retirement income.

Wealth Management Services

With wealth management services, our advisors can simplify the investment process by designing an investment program to help meet your financial goals. Our advisors have access to a wide variety of programs and strategies — all uniquely designed to meet your needs.

Financial Planning Services

Identify your short- and long-term financial goals and work with a financial planner to create a customized, comprehensive financial plan. Our advisors will empower you to take control of financial security for you, your family, and/or your business.

Private Client Services

With the MassMutual Trust Company, our professional team helps people like you provide financial security for their families by helping grow, preserve, and transfer wealth to the people and causes they care about.

Is a trust right for you?

Setting up a trust can be a valuable part of your wealth management strategy. In recent years, trusts have been favored as a common gifting mechanism and a potential tax shelter from creditors.

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Financial diversity
for volatile stock

Consult your MassMutual advisor if the stock market
is volatile. Try not to make rash decisions that will
impact the security of your financial future.

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Why MassMutual?

About Us

Investment advisory and financial planning services are offered through investment adviser representatives of MML Investors Services, LLC, a registered investment adviser and a MassMutual subsidiary, 1295 State Street, Springfield, MA 01111-0001.

The MassMutual Trust Company, FSB is a federal savings bank and is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company.