Your Journey Starts Here
Begin your journey with Richard Cella III, CWS, AIF and Barton Liro CIMA® who will help you identify and prioritize your investment objectives, quantify the gaps in your current financial plan, develop a written financial plan, and act as your financial quarterback.
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 the best interest of each client, providing customized wealth management strategies and insights into the opportunities for financial growth.
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.
Richard Cella III, Managing Partner of Ipswich Bay Advisors and Naples Bay Wealth Management, is a member of Ed Slott’s Master Elite IRA Advisor GroupSM. This exclusive group is dedicated to the mastery of advanced retirement account and tax planning laws and strategies to help reduce or eliminate taxes in retirement. We are here to help you set and pursue your financial goals!
Ed Slott is not affiliated with LPL Financial, Ipswich Bay Advisors and Naples Bay Wealth Management
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