The Private Wealth Management Group, an investment and financial planning firm based in Worcester, has acquired Winchester-based Harbor Trust Wealth Management.

The acquisition was closed 21 October 2013, according to Business Telegram.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

Harbor Trust Wealth Management is a boutique investment firm which offers comprehensive wealth planning, investment advisory and asset management solutions to meet clients’ needs and objectives.

Jim Joyce CEO of Harbor Trust will remain with the firm’s Private Wealth Management Group as a senior vice president.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.