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Personal Wealth Management Services

Belmont Savings has entered into an alliance with Morgan Stanley Wealth Management to provide our customers with access to professional investment, wealth management, and financial planning services. Learn more about Morgan Stanley.

Our relationship with Morgan Stanley Wealth Management may provide solutions for our customers who need an investment or insurance service resulting from a(n):

  • Inheritance
  • Career change
  • Relocation
  • Sale of a business
  • Sale of an investment property
  • Birth or death in the family
  • Change in marital status

Wealth Management Services

  • Investment Services: Investment Portfolio Management, Retirement Planning, Estate Planning & College Funding Plans
  • Investment Products: Mutual Funds, Equities, Government Bonds, Municipal Bonds & Alternative Investments (Hedge Funds, Managed Futures, etc.)
  • Insurance: Annuities, Life Insurance, Long Term Care

Wealth Management Team

Brian MacKinnon

Vice President
Morgan Stanley - Wealth Management

Timothy MacKinnon

Vice President
Morgan Stanley - Wealth Management

To request a meeting or more information about personal wealth management services, please complete the form below.

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