The Charles River Group, a division of UBS Financial Services Inc., is a trusted provider of private wealth management services in Boston, MA. With a focus on multigenerational families and successful business owners, their experienced team offers customized financial planning strategies and risk-managed investment solutions to help clients achieve their investment goals and preserve their legacies.
By building long-term relationships and offering a structured planning process, The Charles River Group assists clients in preparing for generational wealth transfers, establishing governance processes, and educating family members on wealth preservation. With a commitment to delivering personalized solutions, they aim to provide clients with the confidence to focus on their families and future while they take care of their financial world.
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