We’re committed to helping you achieve your financial goals. As a leading independent broker-dealer and registered investment adviser, we understand that quality investment products, advice, and services are critical elements to successful investing.
Wealthscape Investor
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Our knowledgeable financial professionals help you build, grow, and transition wealth through different life stages and for future generations. And, because they are affiliated with MassMutual, they also can offer quality insurance solutions to protect you and the ones you love.
We've grown over the years by building trust with our clients and by partnering with companies that share our values. Client assets include both broker-dealer accounts and investment advisory programs.
We’re one of the largest distributors of mutual funds, variable annuities, and variable life insurance in the United States. View our Customer Relationship Summary and visit our disclosure center for details about the services we provide.
Learn about our investment advisory programs and how to work with a financial professional to select the one that is right for you.
Guide to using Wealthscape Investor Retirement planning calculator
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Account Resources Commissions Schedule for Standard Brokerage Account as of July 22, 2024 | Interest Rates & Program Information | Advantage Cash Sweep Disclosure | Insight Cash Sweep Disclosure | Disclosure of Credit Terms on Transactions | Order Routing Report | Step-Out-Trade Disclosure | MMLIS Schedule of Account Fees
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As of 9/1/2026, the National Financial Base Lending Rate (NFBLR) is 10.00%