Who We Serve

Private Wealth Management

Mayflower’s wealth management advisors collectively share more than seventy years of experience and have the breadth and depth of experience to meet diverse investor needs at every life stage. Our independent structure and open architecture model offers clients access to the full range of customized solutions and expanded product and investment offerings, including mutual funds, ETFs, money markets and higher-yielding cash alternatives.

We’re driven to meet our clients’ unique life management needs and exceed service expectations via concierge-level oversight and broad-ranging expertise:

  • Intra-Generational wealth creation, management and transition
  • Individual retirement planning
  • Risk management
  • Corporate, non-profit and small business retirement plan consulting
  • Philanthropic planning
  • Concentrated stock and company-equity disposition
  • Retirement Plan Consulting

    Our retirement plan consulting team provides fiduciary guidance to corporate and non-profit retirement plans via high-touch, custom-tailored solutions fueled by our broad-ranging expertise:

  • Fiduciary Education and Support to help plan sponsors meet ERISA obligations
  • Serve as an ERISA 3(21) Fiduciary Advisor to help plan sponsors mitigate liability
  • Plan Cost Analysis and Benchmarking to ensure fee competitiveness
  • Investment Manager Evaluation and Search to ensure plans have an optimal investment line-up
  • Vendor Search to ensure plans have cost effective, tech proficient administrative and record keeping
  • Customized Employee Education to help plan participants maximize retirement accumulations
  • Single Point of Contact for all employees and HR investment and administrative questions
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