Welcome to The Hamilton Group

Family Wealth Counseling (Offices in Beverly and Mansfield, MA)

Thank you for visiting our site. We are proud to offer a highly personal financial process designed to help grow, protect and conserve our clients' assets, for present and future generations. Like many other firms, our professionals as representatives of Lincoln Financial Securities, offer access to a complete range of investment and insurance products, on either a commission or fee-based basis. Where we feel we excel, however, is that we look at your picture as a whole. We help ensure that all aspects of your finances (investing, insurance, minimizing taxes, retirement planning, estate planning and charitable planning) work together to help produce the future you envision for you, your heirs and your favorite causes, now and in the future. That's what we mean by Family Wealth Counseling, and if the idea appeals to you, please explore our site and learn more about our services.

Retirement Income Planning

The changes in retirement have intensified the issues future retirees face. Here are the five basic challenges that could affect your retirement income security.

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Family Wealth Counseling

Leaving a legacy means more than leaving a pot of money. We work to ensure our clients family values align with their financial legacy planning.

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Our Team


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