TSS Wealth Management, LLC

TSS Wealth Management, LLC is a financial planner in Lebanon, NH. The firm provides personalized financial and tax planning services, including asset management, retirement planning, legacy planning, and tax planning. They serve a diverse clientele, including individuals, families, pre-retirees, retirees, and business owners.

The firm was formed through the merger of TSS Wealth Management and Portsmouth Wealth Management, a union that combined decades of wealth wisdom and industry experience. As an independent tax and wealth management firm, the team utilizes a coaching-forward approach to help clients navigate life transitions and complex financial decisions. The professionals on staff include CFP® professionals and CPAs who integrate technical tax expertise with investment strategies. Their methodology focuses on helping clients benefit from their earnings by considering the tax impact of financial decisions, aiming to create personalized plans that reflect individual goals rather than a one-size-fits-all strategy.

TSS Wealth Management, LLC provides specialized guidance to help individuals and business owners in Lebanon, NH, move from financial complexity to clarity and purpose.