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Our Services

We offer a full suite of financial services designed to guide you through every stage of your financial journey. Whether you're planning for retirement, managing investments, or securing your family's financial future, we are here to help.
 

At Tufts Wealth Management, we provide personalized, strategic financial planning to help you build, protect, and optimize your wealth. Whether you're planning for retirement, managing investments, or securing your family's financial future, we offer guidance tailored to your unique goals.

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With decades of experience in the financial industry, we are committed to delivering unbiased, client-first strategies that align with your long-term success.

Retirement Planning

We help you develop a personalized strategy to grow and safeguard your retirement savings, ensuring financial security for the years ahead.

Educational Savings Planning

We assist in setting up tax-efficient education savings plans to help fund future educational expenses for your children or grandchildren.

Estate Planning

We collaborate with your estate planning attorney to structure your assets efficiently, ensuring a smooth transition of wealth to the next generation while avoiding probate.

Debt Management

Our approach to debt reduction and restructuring helps improve financial stability and long-term financial health.

Long-Term Care           Planning

We help you plan for future healthcare costs by integrating long-term care strategies into your financial plan, ensuring peace of mind for you and your loved ones.

Income Planning
During Retirement

A well-structured retirement income plan helps ensure you never run out of money, allowing you to enjoy retirement with confidence.

Tax Planning

Our tax-efficient investment strategies are designed to help minimize tax liabilities while maximizing long-term financial growth.

We build customized investment strategies tailored to your risk tolerance and financial objectives, helping you balance growth and protection.

Investment & Risk Management

Cash Flow Analysis

We assess your income and expenses to develop a financial strategy that enhances cash flow and optimizes financial efficiency.

1031 Exchange

For real estate investors, we provide insight and strategies for 1031 exchanges, allowing you to defer capital gains taxes and reinvest in new properties efficiently.

Disclosure:

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities and Advisory Services offered through Centaurus Financial, Inc., a Registered Investment Advisor, Member FINRA and SIPC. Tufts Wealth Management, Inc and Centaurus Financial Inc. are not affiliated.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

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