Kelly William Financial Planning

Liquid Capital, Inc. is a Norwell-based wealth management firm that specializes in providing tailored investment management solutions for families, entrepreneurs, and healthcare professionals. With a team dedicated to delivering white-glove service, they offer a custom, hands-on approach to wealth management, helping clients navigate their financial journey with hard work, discipline, and diligent monitoring. As a Registered Investment Adviser, Liquid Capital, Inc. offers a range of services including holistic life planning, tax management, retirement planning, and estate planning. Their commitment to client satisfaction is evident in their personalized approach, forging strong investor relationships that combine client passion with the expertise and care of their advisors. With a focus on delivering comprehensive solutions, Liquid Capital, Inc. aims to help clients achieve their financial goals and secure their financial future.Generated from the website

Marshall Wealth Management, located in Norwell, MA, is dedicated to earning and maintaining client trust through a comprehensive financial planning approach. With a specialized team, they focus on the seven key areas of financial management to enhance the financial well-being of their clients. The firm's services encompass estate legacy planning, retirement planning, income tax planning, investment planning, cash flow budgeting, insurance risk management, and assistance to loved ones. By delivering customized solutions, Marshall Wealth Management aims to secure a comfortable future for individuals and families. Generated from the website

Our team of financial advisors make it their purpose to develop personalized financial plans that support and lift the goals of families in the greater Boston area and beyond.