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Your Financial Advisor Manages Your Nest Egg. 
We Manage The Nest.

Tight Ship Advisors specializes in assisting families with matters of home, health & lifestyle.

 

Staffed exclusively by Certified Senior Advisors® & members of The American Association of Daily Money Managers, your Tight Ship Advisor provides expert support in concierge assistance, budgeting, bill payments, Medicare and healthcare navigation, personal well-being, and more.

Loving Couple

The Professional Only Resource With Personal Finance & Healthcare Expertise

Your Tight Ship Advisor is trained & certified to advise and support you & your family at every turn:​

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  • Complex household & personal finance management 

  • Healthcare & insurance navigation

  • Household & vendor management

  • Estate execution & management

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We handle the complexities of home, health, and lifestyle, allowing our clients to focus on what matters most to them.

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Your Tight Ship Advisor will create a custom Statement of Work based on your wants and needs.   

Working with a Tight Ship Advisors promotes safety and security around your home, health & lifestyle.

"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."

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 - Walter

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Your Privacy, Your Control

Tight Ship Advisors delivers personalized services while maintaining your complete financial privacy and control. Our unique approach means you never need to transfer sensitive information or make a change existing financial relationships.  

 

Tight Ship Advisors coordinates with your trusted advisors, creating a seamless support system that enhances both efficiency and security.​​

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