Wealth Management

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Two happy worman at a party. One giving the other a gift.

At Rollstone Bank & Trust, our wealth management professionals are here to help you prepare for tomorrow – today. We do not take the “one size fits all” approach. Rather, we treat every client as an individual with a unique and deeply personal set of circumstances. Private ownership allows us the freedom and independence to make decisions based upon each client’s best interests instead of those of shareholders or corporate interests, and we are the only locally-based Trust Department in North Central Massachusetts.

RBT’s Wealth Management team will help you maximize your wealth by integrating tax, investment, and insurance strategies into one individualized plan to help you achieve financial success. We will be with you at every stage of your life – whether you are just graduating from college, expanding your family, getting ready to retire, or planning your legacy. RBT’s services include:

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency