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Finally, a Concierge Solution for Home, Health & Lifestyle—So You Can Focus on Living Well

One thing is for certain - managing the complexities of daily life shouldn’t feel like a second career. Tight Ship Advisors takes the guesswork out of household, health, and financial logistics—complementing your wealth management team so you can enjoy the freedom you’ve earned.


The Problem: Your Time Is Too Valuable for Paperwork

You’ve spent decades building wealth, but now you’re spending hours:

  • Hunting through stacks of mail to find tax documents for your CPA.

  • Resetting forgotten passwords just to access a medical bill or insurance portal.

  • Coordinating between housekeepers, contractors, and healthcare providers—all while your wealth advisor handles the "big picture," leaving the details to you.


Clients Meeting With Their Advisor

Why juggle these tasks when they could be seamlessly managed by a dedicated professional?

The Solution: Concierge Support for the Realities of Modern Life


Tight Ship Advisors acts as your "personal command center" for everything outside your investment portfolio:

  • Tax & Financial Organization: No more last-minute scrambles. We compile, track, and securely share documents with your CPA or advisor—so you don’t have to.

  • Household & Lifestyle Management: From vendor coordination to bill payments, we ensure your home runs smoothly.

  • Healthcare Navigation: Optimize Medicare, resolve insurance disputes, and even manage prescription refills—all in one place.

  • Digital Life Support: Password management, account access, and tech troubleshooting tailored to your needs.


Instead of wasting a weekend gathering tax paperwork, imagine your advisor sending your complete file over to your CPA in a matter of an hour —because we’d already organized it.

How It Works With Your Wealth Team

We don’t replace your financial advisor or attorney; we augment them. While they focus on growing and protecting your wealth, we handle the day-to-day details that often fall through the cracks:

  • Seamless Collaboration: We sync with your trusted professionals (CPAs, attorneys, fiduciaries) to ensure nothing slips past deadlines.

  • One Point of Contact: No more playing middleman between service providers. We centralize communication and follow up so you don’t have to.

  • Discretion & Security: All with the confidentiality and expertise you’d expect from a team of Certified Senior Advisors® and members of the American Assoc. of Daily Money Managers.


For Those Who Value Time Over Tasks

This isn’t just about convenience—it’s about reclaiming your time & energy for what matters. Whether you’re:

  • A busy executive who wants household admin handled before it becomes a problem.

  • A retiree seeking to simplify healthcare and financial logistics.

  • A family caregiver overwhelmed by managing a parent’s affairs.


…Tight Ship Advisors ensures the "small stuff" doesn’t overshadow your life.

Ready to Offload the Invisible Workload?

Visit TIGHT-SHIP.COM or call (773) 457-1952 to learn how we can lighten your load—because life’s too short for paperwork.



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