Wellesley Private Advisors Information

Wellesley Private Advisors provides a highly personalized, custom client experience by offering independent, objective, and comprehensive advice to successful individuals, families, and select foundations and endowments. Our mission is to coordinate with your team of legal, tax, estate planning, philanthropic, and investment management professionals to help deliver fully integrated, cohesive solutions for the many different facets of your financial life and allow you to maximize the use of your resources. We are committed to providing attentive service and personal counsel. This includes closely monitoring your wealth management plan and adjusting it as your goals and needs change. "We cannot direct the wind, but we can adjust the sails." Do You Know Who Your Beneficiaries Are? Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.