Ames Financial Services

Financial planner in Wrentham, MA (show on map)

5.0

★★★★★

1 reviews

Ames Financial Services is an independent financial firm helping people establish and maintain long-term financial goals across life stages.

Call (508) 384-3111

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About

Ames Financial Services is an independent financial firm dedicated to helping individuals and businesses achieve their long-term financial goals. The firm provides comprehensive financial planning services across multiple life stages, including accumulation planning, risk management, taxation strategies, business planning, retirement planning, and estate planning.

With a focus on personalized guidance and expertise, Ames Financial Services aims to protect wealth, minimize tax liabilities, and preserve assets for future generations.

Independent financial firm

Comprehensive financial planning across life stages

Expert team with CFA and CFP credentials

Services

Accumulation Planning

Addresses investment needs, asset allocation, and suitability of securities based on goals and risk tolerance, including insurance, emergency funds, and alternative investments.

Asset allocation Insurance recommendations Emergency fund planning Alternative investments

Risk Management

Minimizes financial and personal losses through asset protection, insurance, and lifestyle risk mitigation.

Asset protection planning Business risk management Health and lifestyle risk mitigation

Tax Planning

Minimizes federal and state tax liabilities through income deferral, deduction planning, investment tax strategies, and estate tax planning.

Income deferral strategies Deduction planning Investment tax planning Estate tax planning

Business Planning

Guides business owners in entity formation, profit distribution, accounting decisions, and tax-efficient growth strategies.

Entity selection Profit distribution strategies Tax-efficient growth planning Accounting decision support

Retirement Planning

Helps individuals target asset distribution in a tax-advantaged manner for retirement readiness.

Retirement income planning Tax-advantaged account utilization Asset allocation for retirement

Estate Planning

Preserves assets through strategic planning to minimize estate, gift, and inheritance taxes.

Estate tax minimization Gift tax strategies Inheritance planning Trust establishment

Credentials & Certifications

Five Star Wealth Manager

Since 2013

CFA Charterholder

CFP® Certified

CAIA Designation

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the difference between a Five Star Wealth Manager and a regular wealth manager? +

A Five Star Wealth Manager, as recognized by Boston Magazine, demonstrates exceptional expertise and client service excellence, having been awarded this distinction from 2013 to 2026.

How does Ames Financial Services handle tax planning for business owners? +

Ames Financial Services provides comprehensive tax planning for business owners by considering entity formation, profit distribution, accounting decisions, and tax-efficient growth strategies.

What types of alternative investments does Ames Financial Services offer? +

Ames Financial Services offers alternative investments such as private equity, private credit, hedge funds, real estate, infrastructure, and commodities, managed by their Alternative Investments team.