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Partner With Tight Ship Advisors:
An Extension of Wealth Management, Legal & Accounting Services

Image by Cathryn Lavery

Enhancing Your Client Service Experience 

When a client needs guidance on an insurance product, advice on a home vendor issue or help during a life or health event they are most likely to seek advice from their existing financial or legal professionals.  As a trusted partner to individual RIAs, Merrill Lynch, Wm Blair and the likes, a partnership with Tight Ship means always saying, "Yes, we can help with that."

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Tight Ship Advisors are an extension of your services that further reinforce the protections and goals of the individual client.  Further, the addition of a Tight Ship Advisor can increase generational access, optimize vital information flow and be a key service differentiator.

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How can we add value to your client relationships?  

  • Advise on daily money management/household budgeting

  • Be the "boots on the ground" to assist with life events or changing needs

  • Advise on matter of healthcare spending and decision making

  • Coordinate efforts between wealth, tax & estate to promote efficiency & security

  • Manage day to day activities for home, health & lifestyle 

  • Oversee and manage detailed tasks around moves, lifestyle changes, ancillary service providers, account management & shut down services

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