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.