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Wealth Management / Financial Planning

Investment Advisory 

Through our sister company, Wealth Management Advisors, LLC, a Registered Investment Advisor, we can help you develop your investment strategy and act as your sounding board. We can help you build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return. 

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Estate Planning 

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. 

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Financial Planning 

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security. 

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Retirement Planning 

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. 

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Sullivan Bille PC - Certified Public Accountants - Tewksbury, Boston, Salem
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