Needham Advisory Corporation is a full-service investment management and financial counseling firm. We offer personalized solutions for immediate financial questions, trusts and long-term financial planning.

Services

Full Service Investment Management and Financial Consulting

Areas of Practice

 

Needham Advisory Corporation is a full service investment management and financial counseling firm. We offer personalized solutions for immediate financial questions or long-term financial planning. Our services are not based on selling financial products, but focused on defining goals, identifying alternative strategies to achieve those goals and using our expertise and experience to provide assistance in implementing the appropriate strategy.


 

Our investment Management services include:

  • Goal definition, asset allocation security selection and Investment Management

  • Consultation and management with Trustees on individual trusts

  • Act as your Individual Trustee, Co-Trustee, or Successor Trustee

  • Consultation with other professional advisors as requested by the client to insure that all the advisors are working towards the same goal

  • Hourly consultation for those who do not need or require continuous management.

Our financial consultation services help you:

  • Manage current expenses and project future cash flows

  • Understand alternatives when faced with buying a new house or investing in a business

  • Determine the means and strategy to accumulate funds for financing a college education and achieving financial independence.

  • Evaluate the choices and allocation of investment assets to manage risk and control market variability

  • Understand strategies to minimize income tax liability and maximize retirement savings

  • Evaluate retirement income distribution methods and understand wealth transfer techniques

  • Develop an overall estate plan and plan for elder care needs.