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Your Journey Starts Here

Begin your journey with Richard Cella III, CWS, AIF, who will help you identify and prioritize your financial objectives, quantify the gaps in your current financial plan, develop a written financial plan, and act as your financial quarterback 24/7.

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We Advocate for What is Most Important to You

Through our commitment to excellence and the highest level of customer service, we continuously seek that which is in best interest of each client, providing customized wealth management strategies and insights into the opportunities for financial growth

Our Philosophy

Lifelong Guidance

We use our extensive expertise and industry leading resources to provide advanced retirement income planning, strategies to lower taxes, estate planning and long-term care solutions.

Are you Prepared to Avoid the Retirement Tax Trap?

Comprehensive Retirement Planning

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Customized Tax Reduction Strategies

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Investment Management

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Richard Cella III, Master Elite IRA Adivsor!

Richard Cella III, Managing Partner of Ipswich Bay Advisors, is a member of Ed Slott’s Master Elite IRA Advisor Group^SM. This exclusive group is dedicated to the mastery of advanced retirement account and tax planning laws and strategies to reduce or eliminate taxes in retirement. We are here to help you set and achieve your financial goals!

Come see Ed Slott Live!

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

"Financial freedom, the ability to do the things you enjoy doing while living the lifestyle you prefer and having the freedom to do that without concern for money."

- Richard Cella III

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