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Know Where You Stand. Plan Where You're Going.

No matter how you have built your wealth through business, career, or investments, maximizing it requires a clear, strategic plan. We provide personalized wealth management and comprehensive financial planning to give you clarity and a tailored roadmap aligned with what matters most to you.

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who we serveThose Who Want To Protect Their Futures

Wherever you are at in your financial journey, our team is here to help guide and support you through life’s transitions.  With personalized strategies and tailored financial solutions, we help protect you and your family at every stage.

Individuals & Families

Individuals & Families

We provide comprehensive financial planning for individuals and families, offering personalized strategies for budgeting, retirement planning, investment management, and long‑term financial security.

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Business Owners & Executives

Business Owners & Executives

We help business owners and high‑level executives build, protect, and transition their wealth with personalized financial strategies designed for complex financial lives

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

We specialize in guiding pre‑retirees and retirees through tax‑efficient, goal‑focused financial planning to create a secure and sustainable retirement

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Professional Alliances

Professional Alliances

Our advisory process includes working closely with qualified CPAs, estate attorneys, and specialized professionals to help deliver an integrated, well‑aligned financial planning experience

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FINANCIAL SOLUTIONSSolutions For What Actually Matters

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

who we AREWhere your finanical goals become our shared mission 

For over 20 years, we’ve helped clients bring clarity and confidence to their financial lives. We lead with listening, focus on what matters most, and work alongside each client to build thoughtful strategies that support the life they’re working toward.

We take a relationship‑first approach, guiding individuals, families, and business owners through the decisions that shape their futures. And with the support of Baystate Financial, we offer the personal attention of a close‑knit practice backed by the strength and stability of an established firm. Our mission is simple: to help you plan with confidence and build a future aligned with your values and goals.

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WHat our clients are saying Testimonials

"Patrick McCormick was recommended to me by a trusted friend many years ago, and from our first meeting I felt confident in his approach to both my current and long-term financial planning. I have never regretted choosing to work with him and have since referred to others in his office. Patrick clearly explains how our investments are managed in line with our goals and risk tolerance, making the process easy to understand. I also want to recognize Kory Leahy, Client Service Manager, whose support in consolidating multiple 401(k)s and IRAs has been invaluable in organizing our financial picture. As I look ahead to retirement, my trust in both Patrick and Kory remains strong, and I look forward to collaborating and working with them for many years to come."

- Laura T

"Patrick McCormick of Baystate Financial has offered significant value to our growing small business. We wanted to increase value for our employees and add a 401(k) plan to our benefits package. Patrick McCormick walked us through the process seamlessly, explained options and details clearly, and made sure that we had a plan in place that would work for our company now and would grow with us in the future. We felt comfortable asking all of our questions and openly discussing our concerns, and he was always straightforward with us. Furthermore, Patrick McCormick made sure that we implemented a program that would help our personal retirement planning. I am confident that we are offering a valuable benefit, both to our team and to us as owners. I highly recommend Patrick McCormick at Baystate Financial to any business owner or company decision maker who wants to implement a qualified retirement plan for their organization."

- Dana D.

"We really appreciate the support and care we receive from Patrick, Kory, and the entire team. At each quarterly review, they take the time to walk us through our portfolio, explain things clearly, and help us understand how our investments relate to our long-term goals and risk tolerance. We value their thoughtful planning, disciplined approach, and how responsive they are whenever we have questions. The annual advisory fee reflects the level of service, expertise, and attention we receive. Knowing our portfolio is reviewed, that diversification is discussed, and that we are working with experienced professionals helps us stay informed and supported. Our work with them has helped us better understand our plan and approach retirement planning with more clarity and confidence."

- Heather H.C.

“I have had the pleasure of working with Patrick McCormick of Baystate Financial and confidently refer clients to him when they are looking for a trusted financial advisor. Patrick brings a rare combination of deep knowledge, many years of experience, and a genuinely down-to-earth approach that immediately puts people at ease. 

Financial planning can often feel overwhelming for clients, but Patrick has a laid-back, thoughtful style that helps simplify complex decisions. He takes the time to listen, understand each person’s goals, and explain options in a way that is practical and easy to understand. 

Just as important, Patrick approaches his work with integrity and a true commitment to helping people make sound financial decisions for the long term. I value having him as a resource for my clients and appreciate the care and professionalism he brings to every relationship.”

- Valerie McCormack

contact usLet's start the conversation

The best financial plans start with understanding where you are today and where you're trying to go. Reach out to schedule an introductory meeting, and we'll see if we're the right fit to help you get there.

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