Through our private client services, including acting as your professional fiduciary, we consolidate, distribute, and manage your assets so you have financial peace of mind.
With wealth management services, our financial professionals can simplify the investment process by designing an investment program to help meet your financial goals. Our advisors have access to a wide variety of programs and strategies — all uniquely designed to meet your needs.
Our investment philosophy has grown from our expertise in meeting client needs during changing market conditions. By working with us, you'll receive one-on-one attention with a dedicated investment officer to ensure your needs are met.
Setting up a trust can be a valuable part of your wealth management strategy. In recent years, trusts have been favored as a common gifting mechanism and a potential tax shelter from creditors.
MassMutual Private Wealth & Trust, a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company, provides comprehensive trust and fiduciary services. That means we can help you with investment and trust consultations, and if needed, we can act as a professional trustee. In addition, we can see the big picture and give you options for your overall estate plan and wealth management goals.
Contact MassMutual Private Wealth & Trustsince
1851
we've been helping people secure their financial future and protect the ones they love
more than
$1.0T
of life insurance protection in force as of 12/31/23
named for the
6th
year in a row as a Best Place to Work for Disability Inclusion according to the Disability Equality Index®
delivered
$9.1B
insurance and annuity benefits paid to policyowners and other customers in 2023
The MassMutual Private Wealth & Trust, FSB is a federal savings bank and is a wholly-owned subsidiary of Massachusetts Mutual Life Insurance Company.