ProsperiTea Planning

Wendy Marsden, CPA, CFP®, Samuel P Plotkin, CFA, Mari Fries, CFP® EA, and David Carnevale, CFP® CFA offer a deeply integrated suite of financial services, combining tax planning and preparation, comprehensive financial planning, and investment advising into one annual retainer. ProsperiTea Planning is a registered investment advisor located in the Connecticut River Valley in Western Massachusetts. See our website for more details.