Why MassMutual Private Wealth & Trust
You’ve worked hard to achieve your success. Now it’s time to think about maintaining your wealth and providing financial security for your loved ones — today and for generations to come.
Let our dedicated professionals deliver the personalized services you need, from investing and trust management to day-to-day finances, all while adhering to one of the highest standards of financial responsibility, called fiduciary care. When you work with us, you’ll gain an experienced team you can trust, backed by MassMutual’s 170-year record of financial strength and stability.
Fiduciary care: The standard you deserve
We put you first, always. Our fiduciary standard means that we have a legal responsibility to act only in your best interests. We base our customized solutions on this standard so that your wealth can span generations if you so choose.
Financial Strength Ratings
AA+
Standard & Poor’s (Very Strong)
Aa3
Moody’s Investors Service (High Quality)
A++
A.M. Best (Superior)
AA+
Fitch Ratings (Very Strong)
MassMutual financial strength ratings are among the highest of any company in any industry.1
Our Services
We manage your financial life, so you have time to focus on what matters most to you. By partnering with your local financial professionals, we help secure individual and family assets by providing investment and fiduciary expertise with private client services.
Private Client Services
Through our private client services, including acting as your professional fiduciary, we consolidate, distribute, and manage your assets so you have financial peace of mind.
Wealth Management
Effective wealth planning and management depends on your goals and timeline. Whether you're ready to plan for a generational transfer of wealth or just starting your estate planning, we can help
Investment Management
We can help you achieve your investment goals for long-term wealth preservation. Collaborating with sub-advisors, we build a personalized strategy for you to reach your goals.
1 Ratings apply to Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company. Ratings are as of 8/1/2024 and are subject to change.
* MassMutual Trust Company is a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual).