SOUTH SHORE INVESTMENT SERVICES LLC
SEC RegisteredWe work to help ensure you & your family's wealth, assets, & legacy are protected.
About the firm
South Shore Investment Services is a wealth management firm based in Norwell, MA that provides fiduciary advisory services serving Massachusetts. The firm offers clients the resources to put together a complete financial plan, managing investments as part of an overall wealth management strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income strategies, wealth management, estate planning, CPA services, Medicare, annuities, life insurance, investments, asset protection strategies, tax-efficient strategies, long-term care strategies, and IRA legacy planning.
Who they serve
Individuals and families seeking to protect their wealth, assets, and legacy, particularly those focused on retirement income planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 548 | $89M |
| High Net Worth Individuals | 22 | $29M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOUTH SHORE INVESTMENT SERVICES LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.