Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
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FINANCIAL ADVISORS December 2020 s p e c i a l a d v e r t i s i n g s e c t i o n YO U R S U C C E S S I S O U R M O S T VA L U A B L E A S S E T IPSWICH BAY ADVISORS ichard Cella III is the founder of Ipswich Bay Advisors in Danvers, and is a familiar face throughout the North Shore community. He is a Certified Wealth Strategist and a member of Ed Slott's Master Elite IRA Advisor Group, the nation's leading experts regarding IRAs, tax planning, and retirement distributions. Richard has been providing financial advice and investment management to the North Shore community for over 30 years. He is best-known for his book "Your personal Retirement Machine", his TV appearance with William Shatner on "Moving America Forward", and his financial education class called "The Changing World of Retirement Planning." Richard's number one objective is to help his clients successfully accomplish their goals and prepare for continued success throughout their retirement. His approach to wealth management and retirement planning can be described as both personal and thorough. Richard's extensive experience has taught him that there are three critical elements of retirement planning; 1) sound investment management, 2) comprehensive financial planning, and 3) retirement distribution planning, which is designed to minimize taxation. Ipswich Bay Advisors provides managed investment portfolios, created using extensive investment research and economic data which are then tailored to each client's individual investment objectives. Because Richard is a believer that knowledge is power, he shares his research and perspectives on the investment markets with his clients in bi-weekly webinars. Transparency and knowledge are especially important to clients during these times of market volatility. Richard is dedicated to helping his clients reduce their taxes in retirement. His favorite Managing Partner, Financial Services 150A Andover Street, Suite 2 Danvers, MA 978-777-6554 rcella@ipswichfinancial.com www.ipswichbayadvisors.com RICHARD CELLA, III CWS® R phrase is "The less you pay in taxes, the longer your money will last." As a member of Ed Slott's Master Elite IRA Advisor Group, he and his team study the changes and complexities of tax-law affecting IRAs and other qualified retirement plans. He then meets with each client to develop a comprehensive strategy to maximize retirement income and reduce tax liability. Richard is so passionate about this topic that he has developed a two-day workshop available to the North Shore community through a local college and their virtual (Zoom) classroom. An avid boater and kayaker, Richard lives in Gloucester with his family. You can see him frequently in his kayak on the Annisquam River, taking pictures of the beautiful marsh and bird life. He is a regular supporter of the Cape Ann Museum, The Trustees of Reservations, the Dana-Farber Cancer Institute and other local charities. A cancer survivor, he is committed to being the best he can be every day, whether that is caring for his family, supporting his community, or helping others achieve success. Advisory services offered through Capital Advisory Group Advisory Services, LLC. Securities offered through United Planners Financial Services. Member FINRA/SIPC. Ipswich Bay Advisors, Capital Advisory Group Advisory Services, LLC and United Planners Financial Services are independent companies. IPSWICH BAY ADVISORS • • YOUR SUCCESS IS OUR MOST VALUABLE ASSET