Martha's Vineyard Financial Group (MVFG) is the wealth management division of Martha's Vineyard Savings Bank. Products and services made available through MVFG are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
For more info or to schedule a confidential visit, please call 508-693-8850.
Each month, Martha's Vineyard Financial Group publishes an investment report.
Managing and preserving your assets can be challenging and that's where we can help. Many individuals and families turn to us for expert guidance. Our Trust and Asset Management professionals are ready to work with you to develop a plan that is customized for your goals and lifestyle.
We have a long history of providing reliable, unbiased advice and offer a high level of integrity and personalized service that you can count on for your asset management needs.
The transition from working and receiving a salary to being retired and living on your savings - and any other retirement income you may have - is a major one. It is likely to be the biggest financial adjustment you'll face. How you manage your retirement assets may be a key factor in determining the lifestyle you're able to enjoy.
A combination of prudent planning and wise investment and tax strategies can help you successfully mange your retirement income - and ensure that your retirement goals will be met.