At The Corundum Group, we provide an integrated approach to your financial world that starts with understanding you. The close relationships we enjoy with our clients are built on our commitment to fostering trust and facilitating clear communication.
Formed in 1992, The Corundum Group is a Registered Investment Advisor that oversees approximately $800 million in assets. Organized as a family office, our clients enjoy the access and service of a boutique firm that leverages world-class products and advice. The Corundum Group augments its investment advisory platform with estate planning support and a full range of concierge services.
Our Comprehensive Approach
Keeping priorities in focus
Life pulls you in many directions — and overseeing your financial plan can often fall to the bottom of the list. You can expend a tremendous amount of energy, time, and money coordinating various strategies with your financial advisors, attorneys, and accountants. The result can be plans that are piecemeal, incomplete, or become outdated over time.
At The Corundum Group, we step in to shepherd your financial needs in a way that best suits you. Whether that is to simply keep your wealth management plan on a steady course or to take a comprehensive role in overseeing all aspects of your investment, estate planning, tax preparation, banking, and trust needs. We will work together to construct a strategy to reach your goals and to define our role along the way.
Our Promiseone voice, one direction
Our team of specialists work collaboratively to create effective strategies drawn on a wealth of experience. This team is comprised of our internal professionals and a network of third-party lawyers, accountants, portfolio managers, and other advisors — who all work together to coordinate and manage a sound wealth management and estate plan for you.
Our Family of Companies
As a member of the Central Bancorp family, we are committed to being the local knowledge leader in financial services so we may contribute to worry-free and secure lives for our clients.
To learn more about the other companies within Central Bancorp, please visit our corporate website.
Our Values
Our Central Bancorp businesses and affiliates are guided by a set of shared values that drive our culture and inform how we serve our clients:
Quality with every product and service we provide.
Client Focus underpinning all of our actions and decisions.
Professionalism that fosters respect and trust with every interaction.
Pride that drives us to continually aim higher on behalf of our clients.
Community Support to give back through authentic participation in our communities.
Financial Stability to facilitate confidence and growth.
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