Wellesley Investment Partners is a Registered Investment Advisor that manages portfolios for high net worth individuals, retirement accounts, foundations, trusts and other registered investment advisors has launched a new website
“We have grown to over $100 Million in assets under management since our inception 5 years ago,” says William Cadigan, President of the firm. The firm is a wholly owned subsidiary of the 100 year old Wellesley Bank. “The launch of the new site demonstrates our global reach and comprehensive approach to our clients,” says Cadigan.
Additional details about our Wealth Management Services can be found at:
Wellesley Investment Partners, LLC is a registered investment advisor and wholly owned subsidiary of Wellesley Bank (the 'Bank"), a Massachusetts chartered stock co-operative bank, established in 1911. The Bank is the only subsidiary of Wellesley Bancorp, Inc.; a Maryland corporation incorporated in 2011 and publicly traded on the NASDAQ exchange under the symbol WEBK. Wellesley Investment Partners manages portfolios for high net worth individuals, retirement accounts, foundations, trusts and other registered investment advisors.