Retire with Confidence.
Live with Joy.
Turn your retirement dreams into reality with the help of a comprehensive plan designed to meet your needs.
Building a Comprehensive Retirement Plan
Retirement planning is about more than just investing. When you work with the Tax & Investment Advisors team, you’ll have a comprehensive financial plan designed to deliver the confident retirement you deserve.
We look at these key areas of retirement planning:
- Income
- Investments
- Taxes
- Health Care
- Legacy and Estate
Meet Rob Guy
Rob Guy grew up in Lexington, Massachusetts, surrounded by American history and inspired by his father’s career in finance. From an early age, he learned that good work starts with doing right by people. After years of building his career the hard way, Rob chose independence over corporate constraints so he could put clients ahead of quotas.
Today he leads TIA Wealth Management, doing business as Tax & Investment Advisors, an SEC-registered investment advisor based in Newburyport. The firm pairs investment experience with tax planning to help families and pre-retirees simplify their financial lives and approach retirement with clarity. Its planning covers income and cash flow, investments, tax efficiency, healthcare, long-term care, and legacy goals. Rooted in transparency, education, and steady New England discipline, Rob helps clients move forward with confidence and independence.
Take the Next Step
Let us help you move toward retiring with confidence.