Holistic Advisory Services

YOUR MONEY, YOUR PLAN

We are an independent financial services firm that helps soon-to-be retired and retired residents in New England effectively prepare for their retirement and long-term care needs. We take a holistic approach, analyzing your entire financial life, taking into accounts the most up-to-date trends, market volatility, health care and housing needs, estate planning and more.

Our team will work with you to:

  • Protect and preserve your retirement savings
  • Create an income plan for retirement
  • Solidify your estate planning needs
  • Plan for the cost of long-term care
  • Develop and implement a legacy plan

In today’s new and challenging economic environment, you must not only save and invest strategically to retire, but you must also take distributions from your accounts during retirement in the most efficient manner. We personalize a strategy to ensure you are maximizing assets, taking advantage of market changes, new rules and products, and tax laws. We do the heavy lifting so you can spend more time enjoying the rewards.

At Mass Wealth Management we help you Create Financial Freedom.