Expertise & Personalization That Goes Beyond Basic Bookkeeping.
Coordinated oversight and management of properties including sourcing of vendors/services, transition of households and all related personal services.
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Private Client Bill Pay
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Cash Flow Management
Household Oversight
The Operating Layer Wealth Managers Have Been Missing
A Truly Holistic Client Experience
Delivering above and beyond every client expectation. Every driver of financial wellness is covered. Your relationship promise becomes what your clients experience.
Differentiating Your Services & Value
Serving as a powerful value when attracting & onboarding new clients and as needs & lifestyles change over time for established clients.
Concrete & Actionable Metrics
Trades anecdote for evidence. Reporting across income, assets and liabilities — and a strategy grounded in your client's full picture, not pieces of it.
Tight Ship: Wealth Management’s Most Valuable Partner
Tight Ship is built to enhance the Advisor/Client relationship—not replace.
We extend your firm’s capabilities by managing the complexities that sit outside the portfolio, allowing you to deliver a more complete and differentiated client experience.
Our approach is flexible and tailored:
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Modular — Engage only where support is needed
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Bespoke — Customized to each client’s situation
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Scalable — Grows alongside the relationship
Client & Partner Testimonials
Martha
"Thank you for all the services your group provides to our family. We are truly grateful at the level of care, compassion, and professionalism we benefit from every day. We couldn't do this without your help. So glad we found you early on!"
John K
Beth also does considerable financial work, moving cash and tracking expenses on three residences. This requires keeping things totally private and she has my complete trust.
Oak Street Advisors
Having a trusted partner like Tight Ship Advisors to support our clients is absolutely essential. Tight Ship puts our clients’ minds at ease by taking over the administrative and day-to-day tasks that become overwhelming for our families. We have great faith in Tight Ship.
Walter
"I was immediately pleased with their knowledge and efficiency. Since then, I’ve had them in twice each week to assist with various projects including Medicare billing, organizing my files, charitable donations, switching insurance carriers and getting ready to go to Florida for the winter."
Notable Outcomes
Tangible Impact for the Clients We Serve
$570K
Recovered through partnership agreement review.
$500K
Returned after P&C insurance review.
$80M
In uninsured assets identified and documented.
$64K
Fraudulent payment request intercepted.
