JOSEPH DAVIES, CFP^®, ChFC^®

Private Wealth Advisor

CUSTOMER CENTRIC, FULL SERVICE FINANCIAL PLANNING

BAYSTATE FINANCIAL

Since its founding in 1901, Baystate Financial has provided comprehensive financial services, life and disability insurance, estate planning, business succession planning, retirement funding, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance, insight, and results has made Baystate Financial one of the oldest and largest wealth management and financial services firms in New England.

3 Estate Challenges for Blended Families

The Facts About Income Tax

4 Elements of an Estate Strategy

We keep you top-of-mind

Whether you are investing to build wealth, protect your family, or preserve your assets, I can help take some of the mystery out of preparing for your financial future.

A Managed Portfolio Personalized For You

We're using the latest technology in automated wealth management to create a personalized portfolio to help you reach your retirement goals.

https://www.fortunainvest.com/advisor/joseph-davies

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JOSEPH DAVIES, CFP®, ChFC®