About Baystate Wealth Management
<p>At One Marina Park Drive in Boston’s Seaport District, Baystate Wealth Management works with individuals and organizations on investment and retirement-plan oversight. The firm was founded in 1996 and operates in the Greater Boston metro area.</p> <p>Baystate Wealth Management now operates as Mariner and is a registered investment advisor (RIA) that acts as a fiduciary. The team includes 11 employees, with operations based in Boston (headquarters).</p> <p>On the retirement plan side, the firm provides 3(38) investment management services for plan sponsors who want a professional to select and monitor the plan’s investment lineup. Its work also includes portfolio construction, strategic asset allocation, risk management, and regular communication around investment strategy.</p> <p>One point that sets the practice apart is its focus on supporting both advisors and end clients with shared resources for building investment portfolios (noted as in place since 2010). As of 2026, the firm reports $24.2B in assets under management.</p> <ul> <li>Registered investment advisor (RIA) and fiduciary oversight</li> <li>3(38) investment manager services for retirement plans</li> <li>Customized portfolios and strategic asset allocation</li> <li>Risk management and ongoing investment monitoring</li> <li>Boston office: One Marina Park Drive, 16th Floor; 617-982-5200</li> </ul>
Website: https://baystatewealth.com/
Founded: 1996
Employees: 11
Office Locations
- Boston, MA (Headquarters)
- Boston, MA
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $24.2B