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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-22-2024
- Office Locations
- 1
Office Locations
About TAX & Investment Advisors
Tax & Investment Advisors (TIA Wealth Management LLC) is a Massachusetts-registered RIA in Newburyport serving families planning for and transitioning into retirement. The firm integrates investment management with advanced tax strategy, emphasizing income and cash-flow planning, tax-efficient investing, healthcare and long-term planning, and legacy planning. The team also maintains a WSBK Saturday presence.
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Platform
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Owner & Executives
ROBERT ANGUS GUY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1726805
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,504,000 | $295,930 |
| Non-Discretionary | $0 | -- |
| Total | $101,504,000 | $295,930 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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