Wealth Management

Expert guidance and tailored solutions to help you achieve your financial aspirations.

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Your Financial Future Starts Here

We understand that your financial journey is unique. Whether you’re planning for retirement, protecting your family’s future, or growing your business, our personalized approach means your financial success is our top priority.

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Our Services

Comprehensive wealth management solutions designed to protect and grow your assets at every stage of life.

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Investment Management

  • Customized portfolio strategies
  • Regular portfolio monitoring and rebalancing
  • Risk management solutions
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Financial Planning

  • Retirement planning
  • Estate planning strategies*
  • Tax-efficient investment approaches
  • Education funding solutions
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Retirement Planning

  • 401(k) rollovers
  • IRA and Roth IRA guidance
  • Tax-efficient withdrawal strategies
  • Social security optimization

Local Expertise, Proven Track Record

Meet Al Smith, Financial Advisor, Osaic Institutions

With over 30 years of financial advisory experience across Massachusetts' leading financial institutions, Al brings a wealth of wealth management knowledge to TCB and its customers – offering comprehensive financial planning services that work for young families just getting started to people (and organizations) with more complex planning needs.

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More About AI

Al is an experienced financial advisor with over 30 years of experience with investment and investment advisory experience for clients. Most recently, Albert was employed at South Shore Bank as a Wealth Management Executive.

Albert is a registered Investment Advisor. He holds FINRA registrations 6, 7, 63 and 65 with Osaic Institutions, as well as Health & Life Insurance licenses. Albert graduated from the University of Connecticut with a Bachelor’s Degree in Finance.

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Important Disclosures

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and The Cooperative Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

*We do not provide legal or tax advice. Consult your legal and/or tax advisor.

Please visit www.finra.org and www.sipc.org for more information.

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