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MassMutual Private Wealth & Trust

Helping preserve, grow, and transfer wealth to the people and causes you care about.

Why MassMutual Private Wealth & Trust

You’ve worked hard to achieve your success. Now it’s time to think about maintaining your wealth and providing financial security for your loved ones — today and for generations to come.

Let our dedicated professionals deliver the personalized services you need, from investing and trust management to day-to-day finances, all while adhering to one of the highest standards of financial responsibility, called fiduciary care. When you work with us, you’ll gain an experienced team you can trust, backed by MassMutual’s 170-year record of financial strength and stability.

Generational wealth can’t be passed on in silence. Call your kids.

Fiduciary care: The standard you deserve

We put you first, always. Our fiduciary standard means that we have a legal responsibility to act only in your best interests. We base our customized solutions on this standard so that your wealth can span generations if you so choose.

Financial Strength Ratings

AA+

Standard & Poor’s (Very Strong)

Aa3

Moody’s Investors Service (High Quality)

A++

A.M. Best (Superior)

AA+

Fitch Ratings (Very Strong)

MassMutual financial strength ratings are among the highest of any company in any industry.1

Client Testimonial

Todd M.

Client for 13 years

Our relationship with MassMutual Private Wealth & Trust began in 2011 as we moved our daughter's trust into their hands. MassMutual Private Wealth & Trust, myself, and my wife became co-guardians of our nine-year-old physically disabled daughter's trust. As we worked through the fund transfer, we immediately understood wholeheartedly that we had made the correct decision for our daughter's financial future. Little did we know that was just the beginning, and in partnering with MassMutual Private Wealth & Trust, it is so much more than just financial planning. Our trust officers have truly become so much more than their job description outlines. Caring, financially savvy, and trustworthy, they have not only managed Sara's thriving trust but have also grown with us as Sara's life has been transformed. A life-changing diagnosis at age thirteen has allowed Sara to gain independence. She is headed off to college this fall with financial stability and MassMutual Private Wealth & Trust friends for life. The MassMutual Private Wealth & Trust family is truly a special, integral part of our family now. The entire team has been so easy to work with and willing to be flexible with Sara's changing needs. I couldn't imagine working through all this without them. Thank you.

Older woman sitting cross-legged on a couch looking at her laptop.

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We're here to help

Let us help you to keep your promises and preserve your wealth.

1 Ratings apply to Massachusetts Mutual Life Insurance Company and its subsidiaries, C.M. Life Insurance Company and MML Bay State Life Insurance Company. Ratings are as of 12/1/2024 and are subject to change.

* MassMutual Private Wealth & Trust, FSB is a federal savings bank and is a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual).