Comprehensive Financial Planning for a Flat Annual Fee
Comprehensive, fee-only financial planning for retirees and pre-retirees who want tax-efficient advice for one flat annual fee — with no commissions, no product sales, and advice designed around your financial life.
Advice designed around one priority — what's best for you.
As a fee-only fiduciary, we are paid directly by our clients, not through commissions on investment or insurance products. That means our advice is designed around one priority: what is best for you. We take time to understand what matters most, simplify complex financial decisions, and help you move forward with clarity, confidence, and a trusted partner for the road ahead.
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Where Wealth Management and Tax Planning Meet
At Tiverton Wealth, we believe investment management, retirement planning, and tax planning should work together. That is why our financial planning process is designed to coordinate your investments, retirement income, and long-term tax strategy rather than treating each area separately.
Through our relationship with Tiverton Tax, eligible Tiverton Wealth clients can receive ongoing tax planning and annual tax return preparation as part of their broader financial planning relationship. This allows us to coordinate decisions around retirement income, Roth conversions, charitable giving, investment taxes, Medicare premiums, estate planning, and other tax-sensitive strategies throughout the year.
While Tiverton Wealth and Tiverton Tax are separate businesses, they work together to help provide clients with a more coordinated financial and tax planning experience.
Tiverton Tax, LLC is a separate legal entity affiliated with Tiverton Wealth, LLC through common ownership. Tax preparation and tax-related services are provided exclusively through Tiverton Tax, LLC under a separate engagement agreement. Clients are not required to use Tiverton Tax and may use any tax professional of their choosing. For clients whose Tiverton Wealth engagement includes tax services, no separate fee is charged by Tiverton Tax; however, for clients who pay an advisory fee to Tiverton Wealth, those tax services are paid for indirectly through that fee.
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