Vine Financial LLC | Bridgewater, MA

Tax-Advantaged Financial Strategies1

How confident are you that you’ve made the best possible decisions when it comes to handling and protecting your finances? If you’re like most people, the answer is somewhere between not at all and I’m not really sure, and the team here at Vine Financial can help bring clarity and confidence to your financial wellness. We focus in empowering business owners, retirees, and successful professionals with information so they can make wise financial decisions to maximize and protect what they’ve worked so hard for. If you’re looking for a team of professionals who will treat you like family and look after your finances as though they were our own, we’d love to talk.

Meet Founder Kristen Vine

Focusing In

  • Estate Planning
  • Retirement Planning
  • Asset Protection
  • Income Protection
  • Capital Risk
  • Income Tax Minimization1
  • Group Benefits

Working With

  • Business Owners
  • Retirees
  • Physicians
  • Pre-Retirees
  • Successful Professionals
  • High-Net Worth Families

Meet Our Team

Our Strategic Process

Advanced Planning Group