ProsperiTea Planning

ProsperiTea Planning


Accountants - Certified PublicFinancial Services, Advisors & StockbrokersInvestments

About Us

ProsperiTea Planning’s team of Wendy Marsden, CPA CFP®, and Sam Plotkin, CFA, produce professional results while offering a comfortable, supportive environment for addressing their peoples’ financial wellness needs from her home office. ProsperiTea Planning, in Greenfield Massachusetts, is accepting new people who are seeking investment advising, comprehensive planning, and tax planning and preparation. We are a fee-only fiduciary financial advisory firm. We sell no products and offer fixed-price engagements with the terms disclosed in advance. Our firm is a member of NAPFA and the Alliance of Comprehensive Planners. We are also members of the AICPA Personal Financial Planning Section. Both Sam and Wendy are registered investment advisors in Massachusetts.

See our website for more details.

Video Media


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“Our Chamber membership is one of the important ways that we place value on our relationships with other business owners and with our community. “ Bruce Lessels, Zoar Outdoor
“Chamber membership helps keep my staff in contact with the local business community through their seminars and events.” – Michael Tucker, Greenfield Cooperative Bank
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