Wealth Management
Invest for impact
As a non-profit institutional investor, you understand the vital role your organization plays in the well-being of our community. At Chelsea Groton Financial Services, we are focused on strengthening community connections by contributing to local foundations and non-profits like yours.
We make decisions based on your organization’s best interest, regardless of proprietary structure. We’ll work to build a customized portfolio designed to maximize your organization’s return while mitigating risk. You’ll be able to focus on your organization’s mission and to plan and prioritize more effectively.
Our commitment to environmental and social impact investing honors your organization’s beliefs, and unlike larger, non-local financial institutions, we offer invaluable connections back to our community.
Together, we’ll strive to build strong, vibrant communities by helping your organization achieve its investment goals.
Foundations and endowments
Having an advisor oversee investments helps to keep your organization on track with its mission and goals. The Financial Services team will ensure all funds are invested in alignment with the values of your organization and who/what you serve, and will keep the funds working for years to come. Our financial advisors can also assist boards by providing guidance and education.
Retirement planning for 501(c)(3) tax-exempt organizations
SIMPLE IRA Plans (Savings Incentive Match Plans for Employees) — for employers with 100 or fewer employees and no other business retirement plan.
403(b) Plans — whether starting or managing an existing plan from employment at a public school or certain 501(c)(3) tax-exempt organizations.
How Can We Help?
Ready to discuss how we can help your organization? Call us at 860-572-4040 to work with a member of our Financial Services Team.
Financial Services Team
Financial Advisor, Infinex Investments, Inc.; SVP, Director of Chelsea Groton Financial Services
(860) 572-4041
Program Coordinator, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4040
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4039
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4045
Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
(860) 572-4046
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex 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.
