Banking and Wealth Management - Page 18

SPONSORED CONTENT Wealth & Legacy / Wealth Management

ROCKLAND TRUST INVESTMENT MANAGEMENT GROUP
10 Memorial Blvd . Providence , RI 02903 781-982-6523 RocklandTrust . com / Wealth & Investments
Left to right , front row : PETER COSTA , Vice President , Premier Product Account Manager
SUSAN DEWSNAP , CFP ® , Vice President and Relationship Manager GARY FRIEDMANN , CFA , CFP ® , Vice President and Portfolio Manager
Left to right , back row : WILLIAM LOGAN , CWS ® , Vice President and Financial Consultant
JUNE ZITO , Vice President and Relationship Manager WILLIAM MAHONEY , CFP ® , Vice President and Financial Consultant
At Rockland Trust Investment Management Group ( IMG ), we provide comprehensive wealth management through a personal approach designed to fully understand where you are now , where you want to go and what you will need to get there . We help guide our clients through times of uncertainty and times of need by helping them make good financial decisions that protect their short- and long-term goals . That is why we build
your team thoughtfully , carefully selecting the individuals with the expertise you need today and with the flexibility to add new team members or capabilities as your needs evolve tomorrow . We combine the extensive resources and expertise of a large institution with the deeply personal service you expect from a community bank . At IMG , our mission is to offer you more than you expect — but just what you need .
Wealth & Legacy / Wealth Management
THE HILTON GROUP / UBS PRIVATE WEALTH MANAGEMENT
130 Bellevue Ave ., Suite 301 Newport , RI 02840 401-843-8818 advisors . ubs . com / thehiltongroup
MADISON VAN WYLEN
KARA L . MUSELER
CFP , Senior Vice President-Wealth Management , Financial Advisor
ANTHONY L . CERINO JR .
CFP , Financial Advisor
JAMES A . HILTON SR .
CEPA , Managing Director-Wealth Management , Private Wealth Management
KATHERINE FARNHAM
Senior Client Service Associate
The Hilton Group helps affluent investors make smart financial decisions so they can spend more time doing what they love . The team acts as personal CFOs to a select number of successful families , entrepreneurs , executives and foundations for whom they can make a meaningful impact . The Hilton Group utilizes a customized consultative process founded in deep discovery of the client ’ s priorities , values , concerns and unknown financial blind spots . Like navigators on a long-distance
voyage , the team addresses these considerations over the passage of time to gain an understanding of where clients want to go , the manner of comfort and pace to proceed , and setting the proper course as the journey unfolds . Since The Hilton Group ’ s clients are already very wealthy , the priority is to keep them that way . In navigational terms , the goal is to keep them off the “ rocks and reefs ” that life and the markets can present .
140 RHODE ISLAND MONTHLY l AUGUST 2022