BRANCH PROFILE
The Taunton office is located on the historic Taunton Green and is within close proximity to the Bristol Superior Court House and Post Office. Taunton is one of the state's fastest growing areas which have enabled it to become the third most highly diversified industrial center in New England. It is home to many industries and is the headquarters of various leading corporations. The Taunton office is conveniently located at the transportation crossroads of Southeastern Massachusetts with easy access to Routes 24 and I-495.
Our office focuses on delivering wealth management solutions to high net worth individuals and businesses while delivering unparalleled service. We assist client in wealth accumulation, wealth preservation and wealth transfer strategies. The process includes asset allocation, porfolio management, liability management, tax minimization and asset protectin. We also assist our client with concentrated stock positions, hedging and liquidity strategies through alternative investments, collars and customized liquidity contracts.
Following in their father's footsteps, Joseph and Kimberly Crespi provide wealth management solutions to high net worth individuals and businesses while delivering unparalleled service.
For more information please contact Joseph Crespi at (508)-823-4511, toll-free 800-423-1819 or email joseph_crespi@ml.com
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