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Our Difference

Our Story

Who you choose to work with matters.

We believe that starting each relationship with a holistic conversation about your goals is the best way to deliver thoughtful and comprehensive financial planning guidance.

We consider your entire financial picture, from your current needs to future ones, as well as what you hope to achieve in life before we start to help you plan how to get there.

At Baystate, not only are you guided by your personal representative, our team of Firm Specialists contribute their insights and knowledge. These individuals are subject matter experts in their respective areas and are an integral part of the planning process both behind the scenes and directly with our clients. This kind of specialized internal support structure is highly unique in the financial industry and differentiates Baystate from other financial services firms.

Once your strategy is articulated, we remain by your side, monitoring your investments, making recommended enhancements at each milestone in your life, and continuing to ensure that your financial position remains strong. Your story is our story.

At Baystate, we go to great lengths to deliver the personalized attention and accessibility you deserve. We believe that a financial strategy is about more than managing money; it’s about providing you with guidance, insight, and results.

Who You Choose to Work with Matters.

Diversity & Inclusion

We support workplace equality and embrace the different perspectives of our associates and clients.

The Baystate Financial Diversity & Inclusion Council consists of members of the Baystate family across all sectors, races, genders, religions, and beliefs. We are confident that the insight, feedback, and recommendations of this committed group will help us all learn how to better identify, embrace, and celebrate the distinct facets that allow our colleagues to be their own unique individuals in every aspect of their professional careers with Baystate Financial.

The BFDIC Mission Statement:

Baystate Financial is committed to representing and reflecting the unique experiences, perspectives and viewpoints of our people, our clients and the communities we serve. We are committed to being an inclusive organization where all associates feel valued, respected and engaged.

We believe that variety of opinion, approach, perspective and talent are the cornerstones of a strong, flexible and competitive company.

3 Key Pillars to create a more diverse and inclusive company

Culture & Recruiting

•  Diverse Hiring Process
•  Intentional Recruitment to Diverse Markets
•  College Recruiting Groups
•  Inclusion Expert Webinars
•  Sponsored Community Events

Educational Awareness

• Mentoring Opportunities
• Diversity Videos/Sharing Stories
• Diversity Training
• Financial Education for Women & Diverse Groups

Community Engagement

•  Community Recognition
•  Financial Education Opportunities
•  Charitable Engagements
•  Fundraising Opportunities
•  Neighborhood Outreach