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Personalized Service Built Around Client Well-Being 

Modern Smart Home

Each Tight Ship Advisors client is paired with a dedicated Advisor that will schedule services around their client's preferences and schedule.

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Our expertise extends to all facets of financial well-being.  As Certified Senior Advisors® & Members of The Association of Daily Money Managers, our services and guidance flex with client needs to address:

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  • Health & Benefits Navigation 

  • Household Management & Organization

  • Coordination of Financial/Legal Services

  • Tax Prep/Tracking

  • Charitable Giving

  • Special projects -

    • Insurance/Medicare Evaluations​ 

    • Shutdown Services

    • Housing/Care Modeling

    • Move Management

    • Reward/Travel "Perks" Optimization ​

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