At MassWetlands Financial Group, we offer a suite of banking products designed to meet the unique needs of individuals and businesses alike. Whether you’re managing personal wealth or operating a business, our tailored solutions, advanced security features, and expert guidance ensure that your financial goals are achieved with precision and care. Explore our featured products below to discover how we can support your financial journey.
Safeguard and optimize your assets with our comprehensive asset servicing solutions. We offer custody, reporting, and administration services designed to enhance the management of your financial portfolio. Our expert team ensures the highest level of accuracy and efficiency, allowing you to focus on growing your wealth.
Unlock financial flexibility with our secure lending and financing solutions. We offer a range of options, including Lombard loans and business financing, designed to meet your specific needs. Our personalized approach ensures you have the resources to manage cash flow, seize opportunities, and achieve your financial goals.
Our managed portfolios offer personalized investment strategies tailored to your financial objectives. We handle asset allocation, diversification, and risk management, ensuring your portfolio is aligned with your goals. Benefit from expert guidance and continuous monitoring, as we work to maximize your returns and secure your financial future.
Plan for a secure and fulfilling retirement with our specialized retirement products. We provide a range of options, including retirement savings plans and income solutions, tailored to your lifestyle and financial goals. Our team of experts helps you navigate the complexities of retirement planning, ensuring peace of mind for your future.
Explore our diverse range of financial products designed to meet various needs. From escrow services to advisory mandates, our offerings are tailored to provide comprehensive solutions for your financial well-being. Each product is crafted with precision and expertise, ensuring you have the right tools to achieve your financial aspirations.
Our banking solutions are designed to offer convenience, security, and flexibility. From private checking accounts to comprehensive business banking services, we provide tailored financial tools that support your everyday needs and long-term goals. Experience seamless transactions, personalized service, and cutting-edge technology with our trusted banking products.
To open a Private Checking Account, you need a minimum initial deposit of $5,000. Maintaining this balance helps you avoid the $10 monthly maintenance fee.
Asset Servicing provides comprehensive management of your assets, including custody and administration services. It ensures your investments are securely held and efficiently managed with a low annual fee of 0.10% of the assets under custody.
Managed Portfolios offer professional investment management with an annual fee starting at 1.25% of assets under management (AUM). They include diversified investment strategies, personalized portfolio construction, and access to exclusive financial instruments.
Yes, all Retirement Savings Accounts can be managed through our secure online platform. You can view your account balance, monitor performance, and make contributions from the comfort of your home.
Lombard Loans provide flexible financing options by leveraging your investment portfolio as collateral. This allows you to access funds at competitive rates starting at 2.50% APR without liquidating your assets, ideal for significant acquisitions or cash flow management.
Interest rates for Business Financing are tailored based on the financial health of your business, collateral provided, and market conditions. Rates start at 3.75% APR, with flexible repayment terms and no prepayment penalties.
You can trade a wide range of major and minor currency pairs. The spreads start at 0.20% for major pairs, making it cost-effective for frequent traders looking to capitalize on currency market movements.
