Advisor at ProsperiTea Planning
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Firm
ProsperiTea Planning
Location
Greenfield, MA 01301
Credentials
CFP®
Industry experience
10 years
Wendy Suzanne Marsden is a CFP® professional with 10 years of experience in financial planning. She is the firm principal of Tea & Taxes Company, a seasonal tax preparation business she has operated since 2001. Marsden is based in Greenfield, MA, and is a co-advisor at ProsperiTea Planning. ProsperiTea Planning serves individuals, families, closely held businesses, and trustees by providing fee-only financial planning, discretionary investment management, and integrated tax planning and preparation. The firm integrates tax preparation into its client services and employs a strategic investment approach with routine rebalancing and tax-aware actions.
Based on ProsperiTea Planning
Based on ProsperiTea Planning
Hourly financial planning fee at $359/hour, offered only to prior Tea & Taxes clients
Minimum fee: Minimum annual retainer fee of $7,500 for new clients under the Open Retainer model Fee-only: Annual retainer fee based on client's income, net worth, and complexity; minimum $7,500; limited retainer and project-based planning options also available
308 Main Street, Suite 3 A
Greenfield, MA 01301
Massachusetts
Tea & Taxes Company
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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ProsperiTea Planning
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