Deeply rooted in your financial goals

Our disciplined approach, experience and tenure together as a team seeks to make a real impact on the lives of our clients.

We combine personalized wealth management for executives, business owners and their families with institutional consulting for corporations, non-profits and family offices. With the experience to help to manage your complex financial needs and a commitment to engaging each generation of your family, we offer thoughtful advice dedicated to ensuring your independence and building long-lasting relationships.

About Hingham Street Partners*

• In excess of $5 billion in assets under management
• 10 master’s degrees from institutions including Yale, Columbia, Boston University, Bentley and Sacred Heart University
• 6 Senior Portfolio Managers®
• 10 Certified Financial PlannerTM professionals
• 2 Chartered Financial Analysts®
• 1 Certified Investment Management Analysts®
• 3 Certified Exit Planning Advisors®
• 3 Chartered Retirement Planning CounselorSM
• 1 Chartered Retirement Plan Specialist®
• 1 Certified Portfolio Manager®
• 1 Financial Paraplanner Qualified Professional®
• 1 Retirement Income Certified Professional®
• 1 Accredited Domestic Partner Advisor
• 1 Certified Divorce Financial Analyst
• Barron’s Top 250 Private Wealth Team (2022 – 2024). The Barron’s ratings are awarded annually in April based on information from the prior year Q4.
• Forbes Best-In-State Wealth Management Team (2024). The Forbes rating is compiled by SHOOK Research and awarded annually in January, based on information from a 12-month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.