happy senior woman leading her family to perfect picnic place

More than you expect. Just what you need.

A relationship you can count on for your financial future

At Rockland Trust Investment Management Group, 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 combine the extensive capabilities of a large institution with the deeply personal service of a community bank to offer more than you expect, but just what you need.

What we offer to fit your unique needs

Wherever you're going, we'll help you get there

Our knowledgeable advisors listen to you, with the goal of creating a strong personal relationship that guides financial advice given with your best interests in mind. Click below to discover the right solutions for you and your family.

Financial & Retirement Planning

A financial plan developed to pursue your goals, not ours.

Investment Management

A disciplined approach to investing that aims to help grow and preserve your wealth over the long term.

Personal Insurance

Take the first step in protecting your family’s future and your legacy with these Insurance solutions.

Trust & Estate Services

Fiduciary experts with solutions to properly prepare your estate for future generations.

Special Needs Services

Working toward a rewarding future.

Premier Banking

Making the most of your investment relationship.

Driving your business in the right direction.

Comprehensive solutions delivered by professionals that meet your business objectives, not ours. Click below to discover the right solutions for your business.

Business Financial Planning

Financial plans customized for your business.

Business Retirement Plan Services

Comprehensive fiduciary retirement plan services for your employees.


Protect your family. Protect your business. Protect your legacy.

Business Investment Management

Protecting assets and building wealth.

Investing in your future.

Customized investment solutions that result in a diversified portfolio of high-quality businesses, structured to deliver superior returns. Click below to discover the right solutions for you.

Government and Municipal Investing

Your partner in municipal investing.

Institutional Investing

Leverage high-quality companies that deliver strong and stable earnings.

Investing for Non-Profits

Focused on your fiduciary responsibilities and investments.

Explore our Insights

Dave Smith CNBC May 2022

Dave Smith, CFA, Chief Investment Officer joins CNBC’s ‘Power Lunch’ to discuss advice to investors right now, what gives him confidence the equity markets will stage a turnaround, and what will happen as consumer behavior changes.

Watch the Video

Anthony on WTIC News Talk

Anthony Forcione, CFA, Vice President and Portfolio Manager joined WTIC News Talk 1080 radio show Brian & Company to discuss the state of the market and the guidance we are giving to our clients on understanding the complexities of current events impacting the market.

Listen to Audio

The Markets & the Economy- What We're Watching: May 2022

Read More