Important Consumer Information
All written content on this site is for informational purposes, only. Opinions expressed herein are solely those of Wendy Marsden, CPA CFP® or Sam Plotkin CFA, acting as a Firm Principals for Tea & Taxes Company 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 with the SEC. See the firm brochure here: ProsperiTea ADV Part 2A 2-18-26 FINAL
The presence of this website 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 every state. We are currently registered with the States of California, New Hampshire, and the Commonwealth of Massachusetts. Inquire regarding other states, most of which we can also serve (but not all.)
See the firm Privacy Policy Updated 2-28-2025.