Rockland Trust Investment Management Group

About Rockland Trust Investment Management Group

<p>Founded in 1907 as part of Rockland Trust Company, Investment Management Group is the bank’s wealth management division with $9.2B in assets under administration (2026). It works with individuals, families, business owners, and institutions across the greater Boston area, Cape Cod and the Islands, Rhode Island, and southern New Hampshire.</p> <p>The group provides retirement-focused advice alongside broader wealth management work, including financial and retirement planning, investment management, insurance planning for individuals and businesses, and trust and estate services. It also supports specialized needs through special needs services and fiduciary guidance.</p> <p>For employers, Rockland Trust IMG handles participant advice and plan design as part of its retirement plan services and business owner advisory work. It also provides investment support for institutions, including government, municipal, and non-profit investing, with attention to tax planning and ERISA compliance.</p> <p>Clients can meet teams in offices across the region, including Boston, Franklin, Hanover, Hyannis, Lowell, Martha’s Vineyard, Nantucket, Nashua, Osterville, Peabody, Providence, and Worcester. The differentiator is its mix of bank resources and local, office-based advisory access.</p> <ul> <li>Participant advice for workplace retirement plans</li> <li>Plan design support for employers</li> <li>Financial and retirement planning</li> <li>Investment management and portfolio construction</li> <li>Trust, estate, and special needs services</li> </ul>

Website: https://www.rocklandtrust.com/wealth-and-investments

Founded: 1907

Employees: 100