At Rockland Trust Investment Management Group (IMG), we believe each relationship matters, which is why we take a personal approach to wealth management designed to fully understand where you are now, where you want to go, and what you will need to get there. We provide comprehensive wealth management services ranging from investment management and financial planning to estate planning, insurance analysis and more. We combine the extensive capabilities of a large institution with the deeply personal service of a community bank to offer more than you expect, but just what you need. Rockland Trust Investment Management Group (IMG) is one of the Largest Independent Investment Advisers in Massachusetts. The team has more than 80 experienced professionals throughout nine investment offices located across Massachusetts and Rhode Island.
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Rockland Trust Investment Management Group (IMG) reposted this
💬 Crypto myths. Investment truths. Real talk. Julie Beckham and Paula Murphy Murphy get candid about what it really takes to build financial confidence — from understanding your portfolio to finding an advisor you can actually trust. 🎧 Catch the full conversation on Behind the Curtain: Money Made Simple. https://bit.ly/42OLK3A
Click the link below to read IMG’s Quarterly Investor Letter reflecting the developments in the market and our economy over the third quarter of 2025. https://bit.ly/47axXa9 #WhereEachRelationshipMatters #InvestorUpdate #FinancialManagement #RocklandTrust
Navigating a shifting market? Staying invested is the play 🎯 SVP and Director of Research Doug Butler joined Schwab Network this week to share why now’s the time to rotate sectors in your investment portfolio, not exit them. Watch here 👉 https://bit.ly/42LMM0d
Rockland Trust Investment Management Group (IMG) reposted this
Welcome Enterprise Bank customers to Rockland Trust! We’re so glad to have you with us and look forward to building a strong relationship together. Whether you’re visiting a branch, logging in online, or following along here, we’re here to support you every step of the way. If you need assistance, our support team is ready to help—just give us a call at 508.732.3825.
From stronger hurricanes battering Florida to record-breaking rainfall in the Northeast, extreme weather events are becoming both more frequent and notably destructive. According to the National Oceanic and Atmospheric Administration (NOAA), which specializes in weather forecasting and climate monitoring, the U.S. experienced more than 20 separate billion-dollar weather disasters in 2024, including multiple events that impacted our region. This backdrop underscores the importance of understanding the caveats surrounding flood insurance to protect your assets. To learn more, read our newsletter: https://bit.ly/4nT8SX7
🚨 Wire fraud is real — and costly. Take proactive steps today: verify requests, set transfer limits, educate your team, and lean on Rockland Trust as an ally. Learn more in our guide ➡️ https://bit.ly/4mIszPR
Rockland Trust Investment Management Group (IMG) reposted this
October is #CybersecurityAwarenessMonth, and at Rockland Trust, your online safety is our top priority. Throughout the month, we’ll be sharing expert tips—partnering with the American Banker’s Association—to help you protect your money, personal info, and peace of mind in the digital world. Stay tuned! #BanksNeverAskThat https://aba.social/3lpYQz4
Rockland Trust Investment Management Group (IMG) reposted this
🚀 Small Business Owners & Leaders: Don’t miss the 2025 Small Business Leadership Summit at Clark University, presented by Rockland Trust Bank! 📈 Join us to explore Succession Planning & Increasing Your Business’s Value with actionable insights from industry experts. 🌟 Keynote Speakers: • Mike Covino, President & Co-Founder of Niche Hospitality, on leading with intentionality. • Mike Cassata, Business Strategist at Rockland Trust Bank, on boosting business value & exit planning. 📚 Learn from expert panelists, the SBA, MassDevelopment, and the Massachusetts Small Business Development Center. Network with fellow leaders and gain strategies to secure your business’s future! 📅 When: Begins 10/10/25, 9AM 📍 Where: Tilton Hall, Clark University, Worcester, MA 🔗 Register: https://lnkd.in/eMKZmA95 Seats are limited—reserve yours today and take charge of your business’s legacy! 💼 #SmallBusinessSummit #SuccessionPlanning #BusinessGrowth #ClarkUniversity #RocklandTrust Michael Covino Michael Cassata SBA Massachusetts District Office Clark University School of Business Massachusetts Small Business Development Center (MSBDC) at Clark University Clark Consulting Group MassDevelopment Niche Hospitality Group Presented by Rockland Trust