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    May 4, 2025
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BFS has acquired Napatree Capital of Westerly, RI and Longmeadow, MA Our Wealth is Your Wealth Our wealth of experience enriches the client experience. With 30 years in your community as an independent firm and $8 billion in assets under management, BFS means sophisticated wealth management strategies AND close, personal relationships. We live and work where you do. And we invest in your success with portfolio managers who manage your money as we do our own. It's a wealth of experience and expertise, all focused on helping you live a richer life. To work with us, call 800-720-8050. BFS BRADLEY FOSTER & SARGENT COMMITTED TO YOUR SUCCESS CONNECTICUT: Hartford, Litchfield, Stonington MASSACHUSETTS: Longmeadow, Wellesley FLORIDA: Delray Beach MAINE: Portland bfsinvest.com ILLINOIS: Chicago RHODE ISLAND: Westerly BFS has acquired Napatree Capital of Westerly , RI and Longmeadow , MA Our Wealth is Your Wealth Our wealth of experience enriches the client experience . With 30 years in your community as an independent firm and $ 8 billion in assets under management , BFS means sophisticated wealth management strategies AND close , personal relationships . We live and work where you do . And we invest in your success with portfolio managers who manage your money as we do our own . It's a wealth of experience and expertise , all focused on helping you live a richer life . To work with us , call 800-720-8050 . BFS BRADLEY FOSTER & SARGENT COMMITTED TO YOUR SUCCESS CONNECTICUT : Hartford , Litchfield , Stonington MASSACHUSETTS : Longmeadow , Wellesley FLORIDA : Delray Beach MAINE : Portland bfsinvest.com ILLINOIS : Chicago RHODE ISLAND : Westerly