Wendy Suzanne C. Marsden
PROSPERITEA PLANNING
GREENFIELD, MA 01301
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CRD#: 6596601
Professional summary
Wendy Suzanne Conrad Marsden, CFP®, who also goes by Wendy S. C. Marsden, is a registered financial advisor currently at PROSPERITEA PLANNING located in Greenfield, Massachusetts.
Wendy Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Wendy Suzanne has worked at 1 firm .
Core Areas of Focus
Business Owners
College/Education Planning
Investment Advice with Ongoing Management
LGBT Couples and Families
Retirement Planning & Distribution Rules
Tax Planning
Biography
As an investment advisor, Ms. Marsden is actively passive: she uses low-cost index funds as often as possible to build a diversified portfolio that is periodically rebalanced to improve performance and reduce risk. With a fee-only advisor your money is put to work earning for you, not for the investment company! She comes from a Boglehead background and appreciates the Dimensional Fund Advisor’s philosophy of having a high regard for research, actively going where the evidence leads.
Ms. Marsden’s graduate degree is from the Isenberg School of Management at UMass/Amherst. She participated in their prestigious two-year MBA program, but took all her electives in Accounting and graduated with the Masters of Science in Accounting rather than the Masters of Business Administration. She continued her education with independent coursework in financial planning.
Honors included graduating first in her class with her MS in Accounting, passing both the CPA and CFP® exams on the first sitting, and winning the Wall Street Journal Student Achievement Award for Outstanding Academic Achievement. Her bachelor’s degree is in Physics & Astronomy, with a minor in Computer Science, from Mount Holyoke College, class of ’86. She is a member of the P.E.O. Sisterhood.
Fee-only planners can charge by assets under management (AUM) or by the hour or by the project, or under an annual retainer. The retainer model works the best for the holistic service that we offer at ProsperiTea Planning. Your investments may be in retirement plans or non-existent; your taxes may be easy or complex from year to year due to clever tax planning; your financial planning needs will rise and fall through-out your life. The retainer model puts a CPA CFP® professional on your team as a sort of financial concierge.
Come have tea with us!
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Retirement Planning
Education Planning
Are you a "fiduciary"?
Yes
Aliases
Wendy S. C. Marsden
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Wendy Suzanne Conrad Marsden's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
January 25, 2016 - Present
PROSPERITEA PLANNING
Office #1: 308 Main Street, Greenfield, MA 01301RIA
CRD#: 282041
GREENFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PROSPERITEA PLANNING
MARSDEN, WENDY SUZANNE CONRAD | TEA & TAXES COMPANY DBA PROSPERITEA PLANNING | PROSPERITEA PLANNING
CRD#: 282041 / SEC#: 801-134175
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)Massachusetts
Registered Investment Advisory firm - (11/19/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(1/25/2016)
Exams
Current Firm
PROSPERITEA PLANNING
MARSDEN, WENDY SUZANNE CONRAD | TEA & TAXES COMPANY DBA PROSPERITEA PLANNING | PROSPERITEA PLANNING
CRD#: 282041 / SEC#: 801-134175
RIA
Registered Investment Advisory firm - (8/21/2025 Approved)Massachusetts
Registered Investment Advisory firm - (11/19/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
308 Main Street, Greenfield, MA 01301
Mailing Address
Phone number
(413) 829-4832
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 537 |
| AUM (Assets Under Management) | $ 124,992,422 |
Red Flags
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Company Information
PROSPERITEA PLANNING
CRD#: 282041Greenfield, MA 01301TRUST BUT VERIFY
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Contact information
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