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Wealth Management Services for High Net Worth Individuals

South Shore wealth management serviceJon C. Sidoti, PC has been providing strategic wealth management services to families and individuals in the South Shore, MA area for years. Our financial advisement and investment management services are tailored to meet your specific needs and include the facilitation of professional relationships with your attorney, insurance consultant, trust officer and bank. 

Our wealth management services are perfect for:

  • Working professionals and business owners who are too busy too manage their assets
  • Family members who want to separate personal assets from a family business
  • Families with a large number of assets

Estate Planning and Trusts

Proper estate planning is essential when trying to maximize estate value and minimize tax liabilities for beneficiaries.

Retirement and College Savings Planning

We work with you one-on-one to outline a sound retirement plan and develop a practical college savings plan to make sure the funds are in place to support you and your family’s future.

Succession Planning

Whether by sale, passing to the next generation, death or disability, we can develop a business succession plan that's in your best interests.

Tax Planning and Preparation

Our team works year round to provide valuable tax planning advice to both maximize wealth and minimize tax liabilities.

Additional services include:

Asset allocation analysis Investment management Financial management
Insurance management Charitable giving management Budgeting and cash flow

 


Want to learn more about our wealth management services? Give Jon C. Sidoti, PC a call today at 508-747-9955 to schedule your free initial consultation. We look forward to speaking with you!