investment team meeting with a client

Investment Management Group
We don't believe in meeting expectations.
We believe in exceeding them.


Focused on your financial goals, every day.

Where Each Relationship Matters

At Rockland Trust Investment Management Group, we know that each relationship matters, we provide the same exceptional level of client service to each individual, family, business and organization we serve.

We take a personal approach to wealth management in order to fully understand where you are now, where you want to go and what you will need to get there. We focus on downside protection because studies have shown that outperforming on the downside is critical to growing and preserving wealth over the long term.

We provide comprehensive wealth management services ranging from investment management and financial planning to estate planning, insurance analysis and more. 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 Rockland Trust Investment Management Group, our mission is to offer you more than you expect—but just what you need.




$4.5bn

Assets Under Management

> 80

Professionals

37

Designations
(9 CFA, 8 CTFA, 14 CFP,
1 CWS®, 1 CPA, 2 AIF®,
2 ATTORNEYS)

96%

Client Satisfaction Rating

#17

Largest Independent Investment Advisers in MA
boston business journal badge highlighting investors award

Investment Offices

Boston
101 Arch Street
Floor 20, Suite 2020
Boston, MA 02110

Contact: Nancy Chisholm
P: 617.737.8059
Franklin
58 Main Street
Franklin, MA 02038

Contact: Bill Logan
P: 781.982.6746
Hanover
2036 Washington Street
Hanover, MA 02339

Contact: Susan Daileader
P: 781.982.6825
Hyannis
765 Main Street
Hyannis, MA 02601

Contact: Becky Dowd
P: 508.732.3374
Martha’s Vineyard
2 South Water Street
Edgartown, MA 02539

Contact: Beau Begin
P: 774.283.5758

Contact: Elizabeth MacKenty
P: 401.533.8844
Milford
300 East Main Street
Milford, MA 01757

Contact: Bill Logan
P: 781.982.6746
Nantucket
104 Pleasant Street
Nantucket, MA 02554

Contact: Beau Begin
P: 774.283.5758
Osterville
22 Wianno Avenue
Osterville, MA 02655

Contact: Becky Dowd
P: 508.732.3374
Providence, RI
10 Memorial Blvd.
Providence, RI 02903

Contact: William Mahoney, CFP®
P: 781.982.6523
Worcester
100 Front Street
Worcester, MA 01608

Contact: William Mahoney, CFP®
P: 781.982.6523


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