Boston-Based Wealth Management & Offshore Accounts

Our Services

Asset and Wealth Management

Portfolio Management

  • Separate accounts that offer clients full transparency with assets held at leading custodians

  • Globally diversified balanced portfolio are the core offering, with customization as needed or requested

  • Open dialogue between clients and portfolio managers

  • Quarterly performance reporting and market commentary

Offshore Custody of Client Assets

For clients seeking jurisdictional diversification, we offer the option to custody assets in Switzerland at one of the country's largest Private Banks

Financial Planning

When called upon we will create a lifetime cash flow model that incorporates a client's assets, income and spending goals. We are also able to model client's portfolio sensitivity to market movements and economic events

Retirement Solutions

We work with you to understand your life goals and develop a personalized and comprehensive retirement wealth strategy:

  • 401(k) rollovers

  • Traditional IRA, Inherited IRA and Roth IRA plans

  • Existing 401(k) account advice

  • Individual 401(k) or SEP IRA for small business owners

Common Questions

  • Do I qualify for any Catch-up provisions?

  • Am I eligible and how can I optimize charitable contributions from my IRA?

  • Does the new SECURE Act affect me?

  • How do I manage RMD’s?

  • How do I minimize cost and maximize savings?

  • Am I invested for growth, income or dividends?

SSCA Can Help:

  • Prepare and implement concrete steps

  • Recommend appropriate investments and provide ongoing advice

  • Understand options and any advantages to rolling from a 401(k) to an IRA

  • Analyze for cost savings

  • Understand, quantify and aim to optimize retirement income

  • Manage RMD solutions

We can prepare a 360 financial analysis of all your investments and help you create a sound strategy to incorporate your retirement accounts into your overall, comprehensive plan.

Referrals to:

  • CPAs

  • Estate Planning Experts

  • Medicare Experts

  • Offshore Trust Formation and Administration Experts

 

Work with SSCA: we can help you build a financially secure future.