Personal Financial View

Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized web site and custom account services that Baystate provides.

This technology platform, which we call Personal Financial Viewsm , puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.







































Login to your Personal Finacial View Website by clicking here


To learn more about hte following topics click on the links:


Business Owner      

Client Planning        

College education  

Creative Planning   

Savings Crisis            

Save for Retirement

Life in a box              

Let's look Forward 


Retirement Education

Ret. Income Education

Safe and Secure      


Want vs Need         

What's in a Number