We work to ensure you & your family’s wealth, assets, & legacy are protected.
South Shore Investment Services is a wealth management firm aligned with an estate planning firm that works together to create our clients a complete financial plan.
We work to ensure you & your family’s wealth, assets, & legacy are protected.
South Shore Investment Services is a wealth management firm aligned with an estate planning firm that works together to create our clients a complete financial plan.
To understand the big picture, you have to look at the details. When it comes to YOUR financial big picture, we look at everything.
We provide a plan to create a complete financial landscape to help meet your financial goals, needs, and priorities. We create a Risk profile, time horizon, and liquidity constraints all while considering your charitable giving, legal entities, and taxes.
At South Shore Investment Services, we know investments don’t exist in a vacuum. They are a piece of your overall wealth management strategy. The performance of your portfolio will directly impact your ability to achieve your financial and lifestyle goals. We look at the big picture and create a strategy designed to help reduce your tax obligations and know that risk management as well as your estate plan will influence your portfolio.
We manage these connections and collaborate with our tax and legal planning strategic partners to help secure, grow, and protect your wealth.
HOW WE HELP
working with a fiduciary
When looking for a retirement income professional or a financial advisor, you may hear the term “fiduciary”. What does this mean, especially as it relates to a financial advisor?
A “fiduciary” advisor is a financial advisor who has an obligation to make recommendations and financial decisions that are in a client’s best interest. This also means they can’t make certain decisions or recommendations because it would pay a larger commission to the advisor. Bryan Galligan is a fiduciary and has a fiduciary duty to provide services consistent with the client’s best interest.
At South Shore Investment Services, we believe that working in the best financial interest of the client is the best way to do business.
need more information? attend our next complimentary webinar.
TOPIC: ESTATE PLANNING
04.08.24 @ 11:30AM
TOPIC: ESTATE PLANNING
04.08.24 @11:30AM
TOPIC: ESTATE PLANNING
04.09.24 @ 6:00PM
our work is never finished.
Download our complimentary brochures and checklists to help you plan for your goals.
