What are some popular wealth management services?

Wealth management services in Marshfield, MA are designed to help high net worth individuals achieve their financial goals. A skilled wealth manager can provide a wide range of services, including investment management, tax planning, estate planning, and retirement planning. With a deep understanding of the local economy and financial landscape, a wealth manager in Marshfield can help clients navigate the complexities of the market and make informed decisions about their finances. From developing personalized investment strategies to managing risk and minimizing taxes, a wealth manager can provide the expertise and guidance needed to build and preserve wealth over the long term. In Marshfield, where the median household income is above the national average, a wealth manager can help clients take advantage of the unique opportunities and challenges of the local economy.

What are people saying about wealth management services in Marshfield, MA?

Marshfield, MA is the quintessential New England town, combining rich history, coastal charm, and a thriving community. With its proximity to Boston and Cape Cod, it's no surprise that Marshfield is a popular destination for families and retirees alike. But what sets Marshfield apart from other towns in the area is its abundance of wealth management options. From boutique firms to national brands, Marshfield has a wealth of choices for those seeking financial guidance. What's more, Marshfield's wealth managers are known for their personalized approach, taking the time to get to know their clients and tailor their services to meet their unique needs. Whether you're a seasoned investor or just starting out, Marshfield's wealth managers can help you navigate the complex world of finance with confidence and ease. So if you're looking for a place to grow your wealth and build a secure financial future, look no further than Marshfield, MA.

What does a wealth manager do?

A wealth manager in Marshfield, MA is responsible for managing the finances of high net worth individuals and families. They work closely with their clients to understand their financial goals and create a customized investment strategy that aligns with their objectives. Marshfield, MA is a coastal town located in Plymouth County, known for its beautiful beaches and historic landmarks. The wealth manager in Marshfield must take into account the unique aspects of the town, such as the seasonal fluctuations in the local economy and the impact of tourism on the real estate market. They must also consider the potential risks associated with natural disasters, as Marshfield is prone to flooding and other weather-related events. With their expertise and analytical skills, the wealth manager in Marshfield helps their clients navigate the complex financial landscape and achieve their long-term financial goals.

When should you get a wealth manager?

Marshfield, MA residents should consider reaching out to a wealth manager when they are looking to optimize their financial portfolio. Specifically, with Marshfield's location on the coast, residents may want to consider investing in real estate or other assets that are tied to the local economy. A wealth manager can provide guidance on how to diversify investments and manage risk, as well as provide insight into the local market trends. Additionally, with the town's proximity to Boston, residents may have unique tax considerations that a wealth manager can help navigate. Overall, by working with a wealth manager, Marshfield residents can ensure that their financial goals align with their lifestyle and long-term aspirations.

How do I choose the right wealth manager?

A skilled wealth manager in Marshfield, MA must possess a diverse set of qualities to navigate the unique financial landscape of this coastal town. With its mix of affluent residents and blue-collar workers, a wealth manager must be adept at tailoring their approach to meet the needs of each client. Additionally, Marshfield's proximity to Boston and its thriving tech industry requires a wealth manager to stay up-to-date on the latest investment opportunities and industry trends. Beyond financial expertise, a successful wealth manager must also possess strong communication skills to effectively educate and guide their clients through complex financial decisions. Ultimately, a top-notch wealth manager in Marshfield must be able to balance a deep understanding of the financial markets with a personalized approach that considers the individual needs and goals of each client.

What are the best wealth management firms in Marshfield, MA?

Marshfield, MA is home to some of the top wealth management firms in the country. These firms offer a wide range of services to their clients, including investment management, financial planning, and estate planning. One of the unique aspects of Marshfield, MA is its proximity to the ocean. This coastal town is known for its picturesque beaches and stunning views of the Atlantic Ocean. The wealth management firms in Marshfield, MA take advantage of this location by offering specialized investment opportunities in the maritime industry. They also provide customized financial planning services to clients who own beachfront properties, helping them to manage their assets and plan for the future. With their expertise and knowledge of the local area, these firms are well-equipped to help clients achieve their financial goals.

How do wealth managers get paid?

Wealth managers in Marshfield, MA are compensated in various ways, including asset-based fees, hourly rates, and commissions. However, one unique aspect of compensation in Marshfield is the prevalence of fee-only advisors. These advisors do not receive commissions or kickbacks from financial products, but instead charge a percentage of the assets they manage. This approach aligns the interests of the advisor with those of the client, as the advisor only profits when the client's portfolio grows. Additionally, fee-only advisors in Marshfield often have a fiduciary duty to act in the best interest of their clients, further ensuring that their advice is unbiased and objective. Despite the complexity of the financial industry, Marshfield residents can trust that their wealth managers are working in their best interest and are compensated fairly.

Find the Best Wealth Management Services in Marshfield, MA

List of Firms

Marshfield, MA Wealth Management Firms

1620 Investment Advisors

SEC File# 801-63977

CRD# 119262

36 Cordage Park Cir # 217, Plymouth, MA 02360, USA

(508) 830-4778

https://www.1620ia.com/

Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed

Directions

Jack White - RBC Wealth Management Financial Advisor

80 Washington St Building J, Norwell, MA 02061, USA

(781) 681-7808

https://us.rbcwealthmanagement.com/whitefamilywg?utm_source=GMB&utm_medium=Yext

Directions

Marshall Wealth Management

5 out of 5

35 Braintree Hill Office Pk Suite 204, Braintree, MA 02184, USA

(857) 342-1030

https://mwmadvisor.com/

Directions

Bramble Hill Capital Management

Old Colony Square, 132 Chief Justice Cushing Hwy Suite 70, Cohasset, MA 02025, USA

(781) 836-4622

Directions

CAPE RETIREMENT WEALTH ADVISORS

1020 Plain St # 380, Marshfield, MA 02050, USA

(508) 659-5849

http://www.caperwa.com/

Directions

Where Wealth Management Advisors in Marshfield, MA Serve

Marshfield, MA is a charming coastal town located in Plymouth County, Massachusetts. This town is known for its rich history, beautiful beaches, and vibrant community. Marshfield boasts several landmarks that are worth visiting, including the Daniel Webster Wildlife Sanctuary, the Winslow House Museum, and the Marshfield Fairgrounds. In terms of top employers, Marshfield is home to a diverse range of businesses, including retail shops, restaurants, healthcare providers, and financial institutions. Some of the largest employers in the area include the South Shore Hospital, Ocean Spray Cranberries, and the Marshfield Public Schools. When it comes to major highways and streets, Marshfield is conveniently located near several major thoroughfares, including Route 3, Route 139, and Route 139A. These roads provide easy access to neighboring towns and cities, making it easy for residents to commute to work or explore the area. Marshfield is also home to several unique neighborhoods, each with its own distinct character and charm.

Nearby Locations

Andover, MA Barnstable County, MA Berkshire County, MA Beverly, MA Boston, MA Bristol County, MA Burlington, MA Cambridge, MA

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Marshfield, MA can benefit from a bank in numerous ways. For instance, a bank can provide them with easy access to financial services like checking accounts, savings accounts, and loans. With the town being located near the coast, residents may also need specialized services such as boat loans or insurance. Furthermore, a bank can offer financial education to help residents better understand their finances and make informed decisions. This is particularly important in a town like Marshfield, which has a high median household income but also a high cost of living. Additionally, a bank can provide investment advice to help residents grow their wealth and plan for retirement. With so many options available, a bank plays a crucial role in helping residents of Marshfield, MA manage their finances effectively.

Insurance Broker

Residents of Marshfield, MA can greatly benefit from the services of an insurance broker in a variety of ways. For instance, an insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options that fit their unique needs. With Marshfield being a coastal town, residents may require specialized insurance coverage for their homes and properties to protect against potential flood damage. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that offer comprehensive coverage and access to quality healthcare providers. Furthermore, an insurance broker can provide valuable guidance and support when it comes to selecting life insurance policies, retirement plans, and other financial products that can help residents secure their future and protect their loved ones. Overall, an insurance broker can be a valuable resource for residents of Marshfield, MA, helping them make informed decisions about their insurance and financial needs.

Retirement Planning

Residents of Marshfield, MA can benefit from the expertise of a retirement planner in several ways. A retirement planner can help individuals identify their retirement goals and develop a comprehensive financial plan to achieve them. For residents of Marshfield, MA, a retirement planner can assist in navigating the complexities of the town's property tax system, which has a number of exemptions and abatements available to eligible seniors. Additionally, a retirement planner can help residents maximize their Social Security benefits, which can be particularly important for those who have worked in jobs that do not participate in the program. Finally, a retirement planner can provide guidance on long-term care planning, which is especially relevant in Marshfield, MA, where the median age is higher than the national average and many residents may require assistance with daily living activities as they age.

Financial Advisor

Residents of Marshfield, MA can greatly benefit from the guidance of a financial advisor. With its proximity to the ocean, many residents in Marshfield own beachfront properties, which can present unique financial challenges. A financial advisor can assist with managing the costs of maintaining and insuring these properties, as well as developing a plan for saving and investing for retirement. Additionally, with a high cost of living in the area, a financial advisor can help residents navigate budgeting and debt management. Furthermore, with the prevalence of small businesses in Marshfield, a financial advisor can provide valuable insight into business financial planning and tax strategies. Overall, a financial advisor can provide tailored advice to meet the specific financial needs of Marshfield residents and help them achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Marshfield, MA can benefit from the expertise of a mortgage loan officer in a multitude of ways. These professionals can assist in securing financing for a home purchase or refinancing an existing mortgage. With Marshfield's coastal location, a loan officer can guide residents through the unique challenges of obtaining a mortgage for a waterfront property. Additionally, a loan officer can help residents navigate the complex process of obtaining a jumbo loan for high-value properties in Marshfield. They can also provide guidance on the various loan programs available, such as FHA or VA loans, to help residents find the best option for their financial situation. With a knowledgeable mortgage loan officer, residents of Marshfield can feel confident in their home buying or refinancing decisions.

Tax Services

Residents of Marshfield, MA can greatly benefit from the expertise of a tax advisor in many ways. With its seaside location, many residents in Marshfield own second homes or rental properties, which can lead to complex tax situations. A tax advisor can help navigate the intricacies of rental income, depreciation, and deductions for second homes. Additionally, the town has a large number of small businesses, and a tax advisor can assist with tax planning and compliance for these businesses. With the recent changes to tax laws, a tax advisor can also help residents understand how these changes will impact their individual tax situations. Overall, a tax advisor can provide invaluable guidance and support to residents of Marshfield, MA in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Marshfield, MA can benefit from the services of an estate planning lawyer in several ways. Estate planning is especially crucial in Marshfield, MA, where the population is rapidly growing, and the real estate market is booming. An estate planning lawyer can help residents create a comprehensive estate plan that includes wills, trusts, and powers of attorney to ensure that their assets are protected and distributed according to their wishes. Additionally, an estate planning lawyer can help residents minimize their tax liability and avoid probate court, which can be a time-consuming and expensive process. Furthermore, an estate planning lawyer can assist residents in planning for long-term care and ensuring that their healthcare wishes are respected in case of incapacity. Overall, an estate planning lawyer can provide invaluable guidance and support to the residents of Marshfield, MA in securing their financial future and protecting their loved ones.

FREQUENTLY ASKED QUESTIONS