Our Expertise Aligned With Your Goals

Whether you are growing and protecting your families’, charitable organizations’ or your own assets, or establishing benefits programs for your employees, an effective trust services and asset management program requires a personal commitment to pursuing your financial goals, plus the expertise to achieve them.

Because every individual's needs are unique, we are committed to learning as much as we can about each client's situation. We carefully consider a wide range of issues, including need for income, risk tolerance, tax implications and family dynamics. And we consult with a client’s attorneys, accountants and financial advisors. The result is a highly personalized estate or benefits plan and a mutually rewarding, long-term relationship between our professionals and the customer.

Education is a great starting point for your planning process. Our Trust Officers are available to make presentations to your business group, civic group or other organization. If you are interested in arranging a seminar, contact us through our Information request form, or give us a call at 508-884-5774.

We encourage you to make an appointment and meet with us to discuss your dreams and needs. To arrange a no-obligation discussion with our Trust Department, please complete our information request form or give us a call at 508-884-5774.

Trust and Asset Management Services

• Revocable or Irrevocable Trusts
• Estate Settlement/Executor Services
• Investment Management Accounts for
  • Individuals
  • Charitable Organizations
  • Trustees
  • Executors
• Tax Planning
• Managed Retirement Plans (IRA Rollovers)
• Employee Benefit Plans
• Tax Management

Contact Bridgewater Savings

For more information on any of our trust and investments, or insurance products and services, please use our information request form, stop by our branch or give us a call at 1-800-356-8622.