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All written content on this site is for informational purposes, only. Opinions expressed herein are solely those of Wendy Marsden, CPA CFP®, either acting as Firm Principal for Tea & Taxes Company or doing business as ProsperiTea Planning. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Wendy Marsden, CPA CFP® and Samuel Plotkin, CFA, registered investment advisors in the Commonwealth of Massachusetts. See the firm brochure here: ProsperiTea ADV Part 2A 2B Final 2-19-2024.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer investment advisory services to any residents of any state other than Massachusetts. ProsperiTea Planning is currently only legally empowered to provide investment advisory services to residents of Massachusetts or where otherwise legally permitted.

We frequently consider registering as an investment advisor in other states as well, so please feel free to drop us a line if that is something that you’d like us to get around to doing.

In the format required by the Massachusetts Securities Division, here is our Table of Fees for Services – 1-31-2024.

See the firm privacy policy here.