Tight Ship Advisors
Tight Ship Advisors provides a concierge service solution designed to complement wealth management by focusing on the personal financial well-being and longevity of clients. They offer a dedicated advisor model delivering personalized support in cash flow management, healthcare advocacy, benefits navigation, estate directives, and concierge services, thereby reducing non-market risks and administrative burdens for clients. Their service enhances wealth management professionals' ability to engage clients deeply, providing a comprehensive and timely financial picture while allowing advisors to concentrate on core investment strategies.
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Verified contacts
2
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- BR
Beth Rusie
Certified Senior Advisor Tight Ship Advisors Inc · General Business & Management
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Ashley Bock
Advisor · General Business & Management
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Top roles at Tight Ship Advisors
2 distinct titles indexed · top 2 shown.
- 1advisor
- 1certified senior advisor tight ship advisors inc
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