Ipswich Bay Advisors and Naples Bay Wealth Management

978.777.6554 iba@ipswichfinancial.com

Ipswich Bay Advisors is a culmination of over three decades of experience and the development of expertise in the following areas:

• Consulting, design and evaluation of employee benefit plans

• Investment advisory services to institutional and private wealth clients

• Investment, retirement, estate and insurance planning

We believe the keys to a successful, long-term partnership with our clients include:

• Complete fee disclosure and transparency in all financial matters

• Our continued commitment to communication and education with clients and the industry

• Conducting periodic compliance audits to protect our clients from legislative liability

• Our ability to remain independent and objective

• Combining integrity, innovation and expertise in our highly-responsive and proactive personal client relationships