State Street Advisers offers comprehensive financial and investment planning services, including wealth management, retirement income planning, estate planning, and specialized services for millennials, women, high-income earners, and more. With a team approach and a focus on trust, honesty, and integrity, the firm provides tailored strategies to help clients achieve their financial goals and navigate life transitions.
Team approach with diverse backgrounds
Focus on trust, honesty, and integrity
Tailored strategies for individual goals
Services
Financial Planning
Holistic financial strategies tailored to your goals.
Retirement income analysisSocial Security optimizationPension and annuity strategies
Estate Planning
Planning to preserve and transfer wealth efficiently.
Will and trust creationTax minimization strategiesBeneficiary designations
Wealth Management
Comprehensive management of your wealth to achieve long-term goals.
Advisory accountsAsset protection planningStrategic distribution planning
Education Planning
Planning for future educational expenses for yourself or your children.
UGMA/UTMA planning529 PlansCost estimation tools
Credentials & Certifications
ChFC
Since 1982
CLU
Since 1982
AIF
Since 2016
Frequently Asked Questions
What is the difference between a 529 plan and an UGMA/UTMA account? +
A 529 plan is a tax-advantaged savings plan designed specifically for education expenses, while UGMA/UTMA accounts are general-purpose custodial accounts that can be used for any expense but may have different tax implications.
How does State Street Advisers ensure the security of my financial information? +
State Street Advisers employs industry-standard encryption and follows strict data protection protocols to safeguard client information.
What is the minimum amount required to start a wealth management account? +
The minimum amount varies based on the specific advisory services selected; typically, it ranges from $25,000 to $50,000.
