Eastern Trust Wealth Management

Welcome to Eastern Trust Wealth Management, a boutique wealth management firm dedicated to helping clients pursue their financial goals. Our team is committed to providing exceptional service and personalized attention to every client, helping them achieve financial stability and peace of mind.

Who We Are

Eastern Trust Wealth Management is a financial services firm based in the Boston area, with a reputation built on delivering high-level customer satisfaction. Our team is comprised of experienced professionals who take the time to understand our clients' unique financial situations, goals, and concerns. We use this information to develop custom financial solutions that help our clients achieve their goals and secure their financial futures.

Our Team

Our team is led by Michael Abramo, a seasoned financial advisor with over 24 years of experience in the financial services industry. Michael is a wealth advisor and principal at Eastern Trust Wealth Management, and he has developed a reputation for providing exceptional service to his clients. Lidia Vieira, our administrative assistant, brings over 20 years of experience to our team.

What We Do

We offer a range of financial services and solutions to help our clients achieve their financial goals. Our services include:

Retirement Planning

We understand the anxiety that comes with approaching retirement, and we're here to help you navigate this critical phase of your life. We'll help you develop a retirement strategy that meets your needs and ensures a comfortable financial future.

Insurance Planning

We offer custom insurance solutions to protect your assets and help you achieve your financial goals.

Annuities

We'll help you identify options to supplement your retirement income stream and ensure a steady stream of income throughout your retirement years.

Education Planning

We'll develop a custom savings strategy to help you fund your education expenses and achieve your goals.

Estate Planning

We work alongside your attorney to integrate your estate planning wishes into your overall financial plan, providing you with peace of mind and assurance that your loved ones will be provided for after your passing.

Business Planning

We provide trusted advice and guidance to help business owners navigate the unique financial challenges they face, from start-up to succession.

Tax Efficiency

We work with you to identify tax savings opportunities and maximize your portfolio growth.

Our Approach

We take a streamlined approach to financial planning, ensuring that every aspect of your financial life is accounted for and working towards your financial goals. We'll guide you through the financial planning process, explaining our recommendations in a straightforward manner to ensure you're comfortable and well-informed about your options. We'll also regularly revisit your financial plan to ensure it continues to meet your changing needs.

Contact Us

If you're interested in learning more about how Eastern Trust Wealth Management can help you achieve your financial goals, we encourage you to get in touch with us. We're here to help you take control of your financial future and make it a reality.