Over a century of trusted
financial guidance
St. Germain Investment is an independent advisory firm founded in 1924. We serve individuals, families, and institutions across Western Massachusetts and throughout the United States. We begin by listening to your story and understanding your unique goals. As fiduciaries, we are legally and ethically bound to put your interests first.
tailored to your unique needs
- We bring together wealth management advisors and investment professionals under one roof to provide truly integrated financial guidance.
- We combine personalized attention with sophisticated financial solutions to help you achieve your most important goals.
- Our comprehensive services are designed to protect, preserve, and grow your wealth through all market cycles.
- Every strategy we develop utilizes industry-leading technology platforms, research, financial tools
and resources
Our disciplined approach combines rigorous research with personalized strategy to protect and grow your wealth.
- Diversified portfolios using carefully selected equities, bonds, and ETFs tailored to your objectives
- Research-driven methodology prioritizing quality investments with sustainable advantages
- Sustainable investing (ESG) options aligning financial performance with personal values
- Active management adapting to market conditions while maintaining long-term focus
We provide detailed financial planning for all aspects of your financial life, including:
- Income and cash flow planning
- Education funding strategies
- Retirement planning
- Charitable giving approaches
- Trusts, estates, and wealth transfer planning
Beyond our core offerings, we provide:
- Integrated planning with attorneys, accountants, trustees, and family members
- Insurance solutions, including life, long-term care, and annuities
- Non-Profit Investment Strategy Statements and Withdrawal Policies
- Estate planning guidance that clarifies and integrates your legacy goals
Our disciplined approach combines rigorous research with personalized strategy to protect and grow your wealth.
- Diversified portfolios using carefully selected equities, bonds, and ETFs tailored to your objectives
- Research-driven methodology prioritizing quality investments with sustainable advantages
- Sustainable investing (ESG) options aligning financial performance with personal values
- Active management adapting to market conditions while maintaining long-term focus
We provide detailed financial planning for all aspects of your financial life, including:
- Income and cash flow planning
- Education funding strategies
- Retirement planning
- Charitable giving approaches
- Trusts, estates, and wealth transfer planning
Beyond our core offerings, we provide:
- Integrated planning with attorneys, accountants, trustees, and family members
- Insurance solutions, including life, long-term care, and annuities
- Non-Profit Investment Strategy Statements and Withdrawal Policies
- Estate planning guidance that clarifies and integrates your legacy goals
Building trusted partnerships across
generations & life transitions
At St. Germain Investment Management, we work with a diverse range of clients who benefit from our personalized approach to wealth management. Our services are tailored to meet the specific needs of different client groups and the unique financial transitions they experience.
What sets us apart
your financial journey
Your path to financial peace of mind may be unique to you, but you need not travel alone. At St. Germain Investment Management, we’re ready to listen to your story, understand your goals, and help create a financial strategy tailored to your specific needs. The first step is a simple conversation where we can discuss what matters most to you.