# Successful Money Strategies

Successful Money Strategies is a Bank / Wealth / Trust based in Fall River, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fall River, United States
- **Region:** North America
- **Address:** Fall River, MA, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** http://www.successfulmoney.com
- **LinkedIn:** https://www.linkedin.com/company/successful-money-strategies-inc

## Regulatory record

- **CRD number:** 109829
- **SEC file number:** 801-43656
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109829

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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