Worcester County Fiduciary

read moreWorcester Advisors is a locally owned and managed investment advisory firm that services clients living in Massachusetts, Florida and in many parts of the United States. Worcester Advisors differentiates itself as an independent firm that gives its clients complete 1-on-1 attention that is rarely provided by large advisory firms. After over a decade working in the banking and trust industry, David Frazier, CTFA, with Assistant Vice President, Janet Bousquet, developed an investment firm that has been meeting the needs of the community since 1994.

read moreWhether you are focused on wealth management, fiduciary responsibility, planned giving or retirement planning, the first step in investment advising is understanding your personal and professional needs and desires and assessing your financial strength by completing a comprehensive analysis of your investments, real estate, and other holdings of value. We project income to expenses then project future asset levels making suggestions for initial investments and changes when needed. Worcester Advisors actively invests your portfolio, developing a diversified list of high quality stocks, which evidence strong growth and / or dividends, trading at a discount to historic price levels.

read moreWhile Worcester Advisors tailors its' investment approach to meet the unique needs and timelines of each client, one principle remains constant: generate equity and/or income while preserving capital. During the past ten years interest rates, whether U.S. Treasury Bills, Municipal Bonds, Certificates of Deposit, Corporate Bonds or longer term U. S. Treasury Bonds, have been at the lowest levels since the 1940s. Retirees have long expected to invest a portion of their retirement savings into fixed income securities during their retirement years.

read moreAs an independent investment firm since 1994, Worcester Advisors prides itself in the longevity of our client relationships. Over 80% of our clients have been with us for over 10+ years. We enjoy watching generation after generation of clients reap the benefits of careful planning and investment. Worcester Advisors crafts investment plans to meet the unique needs of each client. We provide services to individuals, business entities, municipalities, charitable organizations, and trust or estate beneficiaries.