ProsperiTea Planning

Services Offered

• investment advising
• tax planning
• tax preparation
• comprehensive financial planning

About

ProsperiTea Planning is a financial planning firm based in Greenfield, Massachusetts, offering a range of financial services to clients. The firm is led by Wendy Marsden, CPA, CFP® and Sam Plotkin, CFA, who provide comprehensive financial planning, investment advising, tax planning, and tax preparation services. They operate under an annual retainer model and focus on delivering tailored financial strategies to their clients. ProsperiTea Planning does not accept tax-only clients, ensuring a holistic approach to financial management.

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