Wellesley Investment Partners provides personal customized wealth management services to successful individuals, their families, businesses and non-profit organizations.

We are experienced advisors; thought partnership is at the core of each and every client relationship.

  • Depth and rigor of thematic research
  • Experienced advisors dedicated to clients
  • Collaborative personal planning
  • Investment focus on after-tax return
What We Do

Wellesley Investment Partners offers several investment strategies intended to help clients achieve their investment and financial goals.

Who We Serve

Wellesley Investment Partners adheres to a disciplined philosophy which is focused on investing for the long-term.

Investment Professionals

Wellesley Investment Partners’ team of seasoned investment professionals work closely with clients and develop a deep understanding of their financial lives to help them achieve their investment goals.

Advisory Board

Wellesley Investment Partners’ Advisory Board includes both current and former industry professionals.

March 31, 2019 Q1 2019 Market Update - Read about our thoughts on the current state of the global capital markets. Read Now