WE’RE A CUSTOMER CENTRIC, FULL SERVICE FINANCIAL FIRM.


Building strong client relationships is the focus of Baystate Financial.  Our firm has helped people pursue their financial and wealth management goals since 1901, and is committed to earning your trust by offering candid financial advice and pro-active investment guidance.

Many of our clients have begun, or are preparing for a new stage of life. They come to us seeking strategies designed to preserve their wealth and help provide an income stream that will enable them to realize lifelong goals and dreams. We realize that no two clients are alike, even though they may share similar concerns. That is exactly why we take the time to learn who you are, what’s important to you and what you want to accomplish with your wealth – for yourself and future generations.


We offer a unique proposition which we believe truly adds value to you and your family, no matter what stage in life you are. Everything we do at Baystate Financial revolves around YOU, your goals, dreams and aspirations and what needs to be done to achieve these. ​

We’re here to put in place a plan for YOU. We’re here to educate and to help YOU understand and not to confuse you with complicated investment and product jargon. So read on and see for yourself why Baystate Financial really is different and how we can help you achieve those goals you’ve set for yourself in life and business.


We appreciate your trust and desire to work with us. We look forward to collaborating with you in the coming months and years to help you accomplish your financial goals.


Planning for you and yours,


David C. Porter

Managing Partner