Wealth Management
Resources for your future.
We understand you have goals for the future – and for helping and protecting those you love. That’s why we offer a wealth of financial planning solutions, along with trusted guidance to help you and those you care about live the life you want.
A Wealth of Services – in One Trusted Place
We bring the expertise and experience with many different financial products to create and deliver dynamic solutions. These solutions not only help to meet immediate needs but also have the flexibility to help address future needs and objectives.
Our Vision
It is our belief that the public requires and demands trusted advisors to deliver comprehensive solutions to complex problems with the highest degree of confidentiality and integrity.
Our Process
When you work with us, you can rely on us to consult with you to gain a clearer understanding of where you are, where you want to be, and what financial solutions can help you get there.
We will work with you to:
- Identify your unique financial concerns and objectives.
- Determine your current financial profile.
- Evaluate your financial profile against all levels of risk – injury, sickness, death, and estate taxes.
- Develop a strategy that works with your trusted advisors.
- Implement a strategy to help you reach your goals.
- Review and re-evaluate regularly to ensure you stay on track.
- Periodically review your needs and changing life circumstances.
Our Services
- Financial Planning
- Investment Advisory Services
- Retirement Needs Analysis
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Annuities
- Mutual Funds
- Stock and Bond Investment
- Trust Services
- Business Continuation Planning
- Business Retirement Plans
- Executive Compensation Strategies
Work with neighbors
We seek to coordinate with our client’s trusted advisors to help develop dynamic and holistic strategies for individuals and businesses. These trusted advisors typically consist of attorneys, certified public accountants and other professionals.
Clint McHoul, CFP®
Vice President,
Director of Financial Services
70 Main Street | Medway, MA 02054
Direct: (508) 321-3144
Cell: (774) 217-1002
cmchoul@charlesriverbank.com
(Please note: Email is not secure).
Clint McHoul, CFP® is currently registered to conduct securities business and/or investment advisory services in the following states: MA, RI, CT, FL, and NC.
Matthew Peterson
Financial Advisor
1 Hastings Street | Mendon, MA 01756
Direct: (508) 321-3170
matthew.peterson@charlesriverbank.com
(Please note: Email is not secure).
Matthew Peterson is currently registered to conduct securities business and/or investment advisory services in the following states: MA, FL, RI, and CT.
