South Shore Wealth Management focuses on delivering a referable wealth management and financial planning experience to our clients, families and friends. We follow a process that starts with understanding our clients’ goals and continues with designing a plan that fits each client’s unique needs.
Outstanding client service is at the core of what we do, and thus we follow a communication model that emphasizes education and coaching so our clients understand all their options before making decisions.
Our experience in comprehensive financial planning and tailored advice focuses on:
- Retirement Income Strategies
- Investment Management
- Estate Planning Strategies
- Insurance Planning
- Multi-Generational Planning and Advice
- Navigating Healthcare Costs in Retirement
We strive to help all our clients feel greater confidence as they pursue their passions and author their financial future.