Karla Rossetti Pippins 2017-09-27T09:21:27+00:00

Karla Rossetti Pippins

This Financial Advisor carries the Women’s Choice Award seal to support the empowerment of women.

Riverside Wealth Logo

Founder and President
Riverside Wealth Management

Certifications & Licenses: Series 65
States where licensed: Massachusetts and South Carolina

Karla Rossetti Pippins“We won the Woman’s Choice Award® because we know how women think about money. We specialize in helping take the worry out of their finances. We have expertise in helping women through transitions, including divorce, loss of spouse, retirement and liquidity events..”

Karla Rossetti Pippins

Contact Information

Addresses:
> 200 Harvard Mill Square, Suite 340, Wakefield, Massachusetts 01880
> One Town Square, Beaufort, South Carolina 29902

Phone: 781-587-0205
Website: www.riversidewm.com
linkedin

Our Practice

Our mission is to help successful women and families protect and grow their money and preserve their lifestyle. What distinguishes us from other advisors is our knowledge of women’s needs, high-touch service and superior investment solution.

We use a comprehensive discovery process to identify what is important to each client: their accomplishments, goals, important relationships, assets, interests and risk tolerance. Through this structured and consultative process, we are able to identify gaps. We discover issues the client was unaware of and that, if not addressed, could have catastrophic consequences and might not allow them to achieve their goals.

Services Offered and Areas of Focus

  • Investment Planning and Management
  • Divorce Planning
  • Retirement Planning
  • Tax and Accounting
  • Trust and Estate
  • Insurance and Asset Protection
  • Heath Care
  • Social Security
  • Charitable Giving
  • Family Governance

Specialties and Types of Clients Served

We work exclusively with a limited number of women and successful families. We limit our practice by design to provide the highest level of service.

Find Us

Plus, Don’t Miss: