About Us

 

Serving Our Local Community's Wealth Management Needs

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

We are conveniently located in North Attleboro, Massachusetts, serving the greater New England area and beyond. We look forward to working with you.

Dwayne K. DeMond, CFP®, ChFC®, AIF®

508.695.9020 ext. 1

 

Dwayne K. DeMond, CFP®, ChFC®, AIF® began his career in the Financial Services industry with Baystate Financial Services after graduating from the University of Hartford in 1996.  Since that time, he has been building his business around the greater Attleboro/North Attleboro area by helping select clients plan for their financial goals and objectives.

Dwayne is a CERTIFIED FINANCIAL PLANNER TM certificant as designated by the Certified Financial Planner Board of Standards.  Dwayne holds the Chartered Financial Consultant ® (ChFC®), designation issued by The American College and an Accredited Investment Fiduciary (AIF®) designation.  As a financial planner and registered representative of MML Investor Services, LLC, he focuses on planning for business owners, as well as planning for successful individuals, professionals, and families.  Dwayne has worked with clients to help solve their needs relating to Investment Strategies, Retirement Planning, and Estate Planning.  He further helps with Business Succession Planning, Long-Term Care Planning, and Education Funding Strategies.

Dwayne prides himself in his objectivity and enjoys working with his clients and their other advisors, such as CPAs and attorneys, to take a team approach toward the development of a successful financial strategy.  Through consistent effort and a reputation for knowledge, integrity, and service, he has built a solid base of satisfied clients.

Dwayne has been a life long resident of North Attleboro.  He currently resides there with his wife Korrey, son Tate, and daughter Taylor.

Jason A. McGrath, CFP®

508.695.9020 ext. 2

 

Jason A. McGrath, CFP® began his career in the Financial Services industry in 1996.  He graduated from Syracuse University with a Bachelor of Science Degree in Management.  Since that time, Jay has gained extensive industry experience and has worked with a variety of clients, both individuals and institutions, helping them achieve their financial goals and objectives.

Jay has over 20 years of relationship management and client service experience.  He was previously Head of Relationship Management and a member of the Advisory Board at Prime II Management Services, a specialty finance firm in New York City.  Prior to that, he worked in Boston at Eaton Vance Management as a Relationship Manager in the Institutional Department, servicing the firm's largest and most sophisticated investors including ultra-high net worth individuals, corporate retirement plans, insurance companies, and not-for-profit institutions.  Prior roles at the firm include sales, client service, and product development, focusing on the firm's income oriented asset management capabilities.  Prior to Eaton Vance, Jay held various roles in the Global Operations and Investor Services Divisions of Putnam Investments.

Jay is a CERTIFIED FINANCIAL PLANNER™ certificant as designated by the Certified Financial Planner Board of Standards.  As a financial planner and registered representative of MML Investors Services, LLC, he focuses on planning for successful individuals, professionals, and families.  Jay also works with business owners on both their personal affairs and company retirement plans. 

Jay prides himself in his integrity, professionalism, and objectivity.  He enjoys working with his clients and their other advisors, such as CPAs and attorneys, to take a team approach in the development of a successful financial strategy.  Jay has worked with clients to solve their needs relating to Investment Strategies, Retirement Planning, Education Planning, and Estate Planning.  He further helps with Insurance Planning including Long-Term Care as well as Business Succession Planning.

Jay is a long-time resident of North Attleboro and currently resides there with his wife Caryn and two sons, Ethan and Jackson.

Caryn M. McGrath

508.695.9020 ext. 3

 

Caryn M. McGrath began her career in the Financial Services Industry in 1996 after graduating from the University of Massachusetts, Dartmouth with a Bachelor of Science Degree in Finance and Accounting, with a minor in Economics.  Since that time, Caryn has built a solid history in the Financial Services industry, boasting a broad range of roles and experience, all concentrated on Customer Service. 

For almost 20 years, Caryn's experience has evolved from Customer Service Representative, where she built a strong financial services knowledge base, to Manager responsible for various problem resolution and operational teams to Vice President of Client Services, accountable for all service components of top-tier mutual fund management companies. 

In her last role before joining Baystate Financial Services, Caryn served for 11 years as a Vice President of Client Services at the Bank of New York Mellon in Transfer Agency Services, providing support for Mutual Fund Companies and their shareholders.  She was responsible for all components of the Transfer Agency relationship for Mutual Fund Companies including client problem resolution, large scale project management and managing teams of specialists whose functions were to service accounts, process trades, and produce written shareholder correspondence.

Caryn joined Baystate Financial Services in January of 2012 as the Office Manager for Dwayne K. DeMond, CFP®, ChFC®.  Caryn is responsible for all facets of client service, including establishing new accounts, servicing existing accounts, answering client questions and assisting with clients' online access. Caryn is a registered sales assistant.

Caryn's focus is on utilizing her past experience in customer service and financial operations in playing an integral role in supporting Dwayne and our clients in reaching their financial goals.  She is a life-long resident of North Attleboro and currently resides there with her husband Jason and two sons, Ethan and Jackson.

Laura B. Fairweather

508.695.9020 ext. 4

 

Laura B. Fairweather began her career in client services after graduating from Tufts University in 1998. Upon being recruited by Fidelity Investments to join their in-house advertising agency in Boston, Laura quickly developed an interest in financial services. In her role as a project manager, Laura collaborated with various groups within Fidelity to execute advertising and marketing materials. She thrived in this fast-paced environment and soaked up a broad knowledge base of Fidelity's multitude of products and services.  

Prior to joining our firm in August 2020, Laura focused her time on volunteering at her sons' schools and then working part-time as a clerk for Attleboro Public Schools. While she loved working in a school setting, Laura was excited to get back to the Financial Services industry.

Laura's key roles with our firm are servicing client accounts, scheduling, account maintenance, client records management and account reporting. She prides herself in her attention to detail and communication skills.

Laura grew up in New York, and has been in Massachusetts since moving to the Boston area for college. She and her husband Ned have lived in Attleboro for nearly 20 years with their teenage sons, Max and Jake.

 

Our Mission is to provide comprehensive Financial Planning and Wealth Management advice to our select clients by designing personalized strategies in the areas of  Wealth Accumulation, Wealth Protection,  Wealth Distribution and Wealth Transfer. Learn more under Our Solutions.