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 financial plan that aims to fit each client’s unique needs.
We believe outstanding client service is at the core of what we do, and thus we follow a communication model that emphasizes information and coaching so our clients understand their options before making decisions.
Our experience in comprehensive financial planning and tailored advice focuses on:
· Retirement Income Strategies
· Investment Management
· Financial Planning
· 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.