Investment & Wealth Management

“On the other end of every dollar is a real person, with some hope or dream of what they want to do with their money.”

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The strategy that grew your savings isn’t always the one that should carry you through retirement. As an independent fiduciary based in Hingham, we manage portfolios for clients across the South Shore, Cohasset, Norwell, Duxbury, and surrounding towns, built around your actual goals and income needs: disciplined, diversified, and managed to protect what you’ve worked for while it keeps working for you.

What We Do

  • Build an allocation around your goals, timeline, and income needs
  • Consolidate scattered accounts into one clear strategy
  • Invest tax-efficiently across all your accounts
  • Manage downside risk, not just chase returns
  • Get clear, ongoing reporting

Why Book a Meeting?

If no one has looked at how your investments fit together with your income, tax, and legacy plans, the pieces may be working against each other. A second opinion from a local South Shore fiduciary is free and clarifying.

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Legacy & Estate Planning

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Tax Planning

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Retirement Income Planning

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Health Care & Long-Term Care

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TRY OUR
RETIREMENT READINESS CALCULATOR

34 QUESTIONS
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Samson says it's time to schedule your discovery meeting

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Retirement Should Feel Steady & Steady Doesn't Happen By Accident.

Book A discovery Meeting

Disclosure

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 6034751 - 10/26

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25 Recreation Park Drive, Suite 200, Hingham, MA 02043
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Disclosures

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of South Shore Retirement Services is stated or implied. Retire South Shore Radio is a paid placement. Insurance products are offered through the insurance business Rowlette and Associates, LLC DBA South Shore Retirement Services (RA/SSRS). RA/SSRS is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by RA/SSRS are not subject to Investment Advisor requirements. 6034751 - 10/26