Tepp Wealth Management

Tepp Wealth Management is a Boston firm that builds comprehensive, tax-focused strategies for growing and preserving wealth. Its central idea is that financial and investment planning are only part of the picture: for a wealth management plan to be truly comprehensive and effective, it must also include tax and estate planning. The firm presents that combination of planning disciplines as what sets it apart from other wealth managers.

The firm describes its approach as data-driven, strategic and personalized, which it calls who it is and how it works. It analyzes wealth building and preservation from all perspectives and creates customized strategies meant to give clients clarity and confidence about the future. Taking a multi-disciplinary approach, it aims to provide the total suite of services clients need to grow, preserve and transfer wealth while minimizing tax liability.

What to Know

• The team is made up of financial and tax professionals.
• The firm prepares income, estate and trust tax returns.
• Trust planning is offered alongside estate planning.
• Tepp Wealth Management is a member of the Greater Boston Chamber of Commerce.