ProsperiTea Planning
Wendy Marsden, CPA, CFP® offers a deeply integrated suite of financial services, combining tax planning and preparation, comprehensive financial planning, and investment advising into one annual retainer. She is registered as an investment advisor in Massachusetts. Located in the Connecticut River Valley in Western Massachusetts..
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.