World-Class Wealth Management & Trust Services

We offer a unique combination of disciplined investment management and fiduciary trust services that are unparalleled in our marketplace. At Plimoth, our approach is rooted in research, data analysis, and long-term portfolio creation designed to meet the needs of each individual client.

Expert Guidance

Our knowledgeable team members, many of whom have experience from some of the world’s largest financial institutions, are dedicated to helping customers realize their unique investment goals.

Personalized Approach

We personalize your investment experience by assigning both a dedicated Investment Officer and a Wealth Management Officer to ensure timely attention to your needs.  You’ll even receive direct phone numbers for your team members for convenient support when you need it.

Our Services

Investment Management

We take a personalized approach to managing clients’ assets. We understand that everyone’s financial goals are unique, which is why we have developed five distinct investment strategies, each designed to cater to specific needs. From prioritizing income to focusing on growth, our strategies encompass a wide range of financial aspirations. We also recognize that some clients may require a tailored approach that combines elements from multiple strategies. In such cases, we are dedicated to blending these strategies to craft a customized portfolio that reflects your individual financial journey.

Trust & Fiduciary Services

We’re here to professionally manage your financial affairs with care and expertise. Whether it’s a trust or an individual account, we take care of all the administrative functions, from tax reporting to trust accounting. Additionally, we offer supportive financial services to simplify your life, including automated bill payment, automated income payments, and electronic transfers to other bank accounts.

Retirement Plans

When you meet with one of our retirement plan specialists, we’ll work together to find the perfect plan for your organization, whether it’s a straightforward solution or a more involved program. Our services encompass everything from assisting with implementation and administration to selecting investments and educating your employees. We understand that retirement plan options can vary in complexity and scope, but no matter what, we’re here to clarify the differences and support you in making well-informed decisions for your organization.

Estate Administration

Navigating through the complexities of estate planning can feel overwhelming, especially with evolving tax laws and intricate family dynamics in play. Despite these challenges, safeguarding your family’s future, passing on your legacy to loved ones, and effectively managing taxes are of utmost importance. Rest assured, we collaborate closely with both your family and professional advisors to establish the necessary legal groundwork that aligns with your objectives and helps minimize any potential estate tax implications

Investment Accounts
For Private Clients
  • Individual Investment Accounts (Taxable)
  • Individual Retirement Accounts/Rollover (Tax-deferred)
  • Trust Accounts
  • Employee benefit plans – 401(k) & Pension Plans
  • Endowment and Foundation Accounts
  • Institutional Investment Management Services
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Investment Accounts
For Institutional Clients
  • Employee Benefits Plans
  • Charitable Accounts
  • Endowment Accounts
  • Foundation Accounts
  • Corporate Accounts
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Trust Services

In addition to investment management, Plimoth can also act as a trustee or co-trustee for your client’s trust, whether revocable or irrevocable.

Receive A No-Cost Financial Review

Enjoy a free, no-obligation investment consultation with a Wealth Management Officer from Plimoth Investment Advisors. Call 508-747-6596 to schedule your appointment.