Comprehensive wealth management services
We are privately owned and independently managed to provide financial management services in the best interests of our clients.
Locally grounded, nationally trusted
Founded in 1924 by D.J. St. Germain in Springfield, Massachusetts, we’ve provided trusted financial guidance through the Great Depression, world wars, and countless market cycles while maintaining our independence and client-first philosophy.
Today, three offices anchor our operations: St. Germain Investment Management in Springfield, MA and Stratham, NH; Gage-Wiley in Northampton, MA and Plymouth, MA; and October Mountain Financial Advisors in Lee, MA. Together we form the St. Germain Wealth Management Group, serving clients nationwide with the personal attention of a local advisor combined with the sophisticated capabilities of a century-old institution.
Your story matters
We begin by listening to your story: understanding what’s important in your life, where you are now, and where you want to go. As life brings both expected transitions and sudden changes, we create plans that respond to whatever challenges and opportunities emerge.
Generations of trust
Since 1924, we’ve witnessed markets plummet and soar through countless cycles. We’ve earned our clients’ trust by successfully managing investments and helping build lasting legacies. While we’ve grown to over $3 billion in assets, our focus remains unchanged: serving our clients through multi-generational relationships.
You have our attention
Personal service has defined us from the beginning. When you call, you’ll speak with a real person. Our local advisors and support teams are available to answer questions in clear, jargon-free language, ensuring you understand and participate fully in decisions about your financial future.
Our offices
St. Germain Investment Management
Founded in 1924, our original office has maintained a steadfast presence in downtown Springfield for a century. Now with an additional location in New Hampshire, we continue our tradition of long-term client relationships spanning multiple generations.
Springfield, MA
Stratham, NH
Gage-Wiley
Established in 1933 and based in the Connecticut River Valley and South Shore, Gage-Wiley offers a full spectrum of wealth management services. From traditional investment strategies to sustainable investing options, we align financial strategies with personal values at all stages of life.
Northampton, MA
Plymouth, MA
October Mountain Financial Advisors
Based in the heart of the Berkshires, our collaborative team partners in a strategic relationship with Lee Bank, a 170‑year‑old community institution. Our unique team-based approach ensures clients receive comprehensive expertise across investments, planning, and trust services.
Lee, MA
Advisory services offered through St. Germain Investment Management, Inc.