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Successful Money Strategies
Successful Money Strategies is an SEC-registered investment adviser in Fall River, MA, registered since 1993. The firm manages approximately $227 million in...
Successful Money Strategies
Successful Money Strategies is an SEC-registered investment adviser in Fall River, MA, registered since 1993. The firm manages approximately $227 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
Location
Region
North America
Country
United States
City
Fall River
Corporate office
Fall River, MA, United States
Frequently asked questions
What is the firm's approach to retirement-income planning?
Successful Money Strategies frames its advice around tax-efficient withdrawal sequencing — determining the order in which clients should draw down taxable brokerage accounts, tax-deferred retirement accounts like IRAs, and tax-free vehicles such as Roth IRAs. The goal is to minimize lifetime tax liability and extend portfolio longevity.
Where does Successful Money Strategies draw its clients from?
The firm serves households concentrated in Bristol County, Massachusetts, with a geographic footprint that includes Fall River, Somerset, Swansea, Westport, and portions of the Greater New Bedford area. It operates in a region where bank branches and insurance agents have historically dominated financial advice distribution, giving a fiduciary RIA a differentiated market position.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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