Prosperitea Planning - Investment Advisers

About Prosperitea Planning

ProsperiTea Planning is an investment adviser in Greenfield, Massachusetts, listed in the directory of US investment advisers. It operates under the legal name Tea & Taxes Company. The firm reports regulatory assets under management of $176.89 million and four employees. The practice is led by Wendy Marsden, a CPA and CFP professional, and Sam Plotkin, a CFA charterholder. They describe themselves as fiduciary financial advisers who meet with clients in person or online. Clients can receive tax planning and preparation, comprehensive financial planning, and investment advice as one service paid through an annual retainer. Marsden began by running a tax practice from a home office before adding financial planning, and Plotkin previously worked at several large asset managers in Boston. The firm has been registered as an investment adviser in Massachusetts since 2016. Its registration places it among investment advisers in Massachusetts. Plotkin previously co-founded Clarity Wealth Management, LLC, and later merged that business into ProsperiTea Planning.

Key Facts

Assets Under Management

$176.89M

Employees

4

SEC File Number

801-134175