Deeply rooted in your financial goals
Hingham Street Partners
781-982-3679
844-279-7899
855-840-2167
1099 Hingham Street
3rd Floor
Rockland, MA 02370
“We take the time to listen and gain a deep understanding of you, your family and your business. We work closely with you to develop a plan that connects all aspects of your financial world and delivers the type of service you would expect from a family office.”
— Hingham Street Partners
Our disciplined approach, experience and tenure together as a team seeks to make a real impact on the lives of our clients.
We combine personalized wealth management for executives, business owners and their families with institutional consulting for corporations, non-profits and family offices. With the experience to help to manage your complex financial needs and a commitment to engaging each generation of your family, we offer thoughtful advice dedicated to ensuring your independence and building long-lasting relationships.
Our office locations
South Shore Office
1099 Hingham St. 3rd Fl
Rockland, MA 02370
Directions to our office
Wellesley Office
55 William Street
Wellesley, MA 02481
Directions to our office
Springfield Office
1 Monarch Place, Ste 1400
Springfield, MA
Directions to our office
Hartford Office
1 State Street, Ste 1600
Hartford, CT 06103
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Pennsylvania Office
101 W Elm St, Ste 200
Conshohocken, PA 19428
Directions to our office
Lawrence DePaulis has been recognized as an industry leader
- On Wall Street Top 40 Advisors Under 40, 2016
Financial planning for each generation
A goals-based approach for long-term planning
Managing your wealth goes beyond managing your money. Our disciplined planning process begins with a series of meaningful conversations. By actively listening, we’ll discover what’s important to you and work together to establish a comprehensive plan.
“Individuals and families count on us for our knowledge and customized solutions. It all starts with a plan.”
— Shannon Mikus
Customized portfolio management
Insights that drive informed investment solutions
Our discretionary portfolio managers can tailor your asset allocation and risk management to your unique situation. With an eye on independent due diligence, diversification and risk monitoring, we’ll help make sure you are prepared for opportunities and protected in times of market turbulence.
“Tremendous changes continue to transform the economy. We filter out a lot of the noise that can confuse even the most sophisticated investor so you can use your resources effectively to create more opportunity.”
— Lawrence DePaulis
Understanding your business
Business expansion, succession and exit planning
Knowing who to work with in your important periods of business transaction and transition can make all the difference. Whether you need to raise capital, sell your business or manage the liquidity from a sale, we can provide access to the technical expertise for handling all the details and ensuring your transactions are carried out smoothly and efficiently.
“Our process helps educate business owners on the value of their business and tax-efficient exit strategies so they can preserve and pass on the wealth they’ve worked hard to create.”
— Joseph Drier
Institutions and organizations
Understanding the unique challenges of companies, nonprofits and family offices
We offer a structured approach designed to help companies better manage their retirement plans and we are keenly aware of the different needs of nonprofit entities. We see our role as problem solvers who take the time to fully understand your organization’s unique financial situation and deliver a plan that fits with its specific needs.
“Our approach is dedicated to helping you and your organization get the guidance and insights you need to accomplish your goals.”
— Timothy Fortune
Client experience
Our client’s best interests are deeply rooted in our approach
Our highly integrated team works closely together, shares knowledge and maintains accountability for all our clients. While you may work directly with a specific point-of-contact, you can turn to any member of the team as specific needs arise.
“We care about deepening relationships with our clients, who count on us for exceptional, personalized service that simplifies their lives. Our mission is to create a one of kind client experience that celebrates small details and major milestones.”
— Nancy Ham and Laura Revasz
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