Home | Old Town Wealth Advisors

Why Old Town Wealth Avisors

For over three decades, we've specialized in retirement planning, ensuring that our clients can enjoy retirement with confidence.

As your trusted advisors, our mission is to provide clear, straightforward answers to your financial questions, empowering you to make well-informed decisions regarding your retirement.

This website will guide you through our complimentary, commitment-free process, demonstrating how our team can contribute to the success of your retirement.

Recognizing that we may not be the right fit for everyone, understanding our process will also equip you with a valuable framework for evaluating other firms you might be considering.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Learn More

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Learn More

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Learn More

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Meet Our Team

What is most important to you?

We will help you connect with an advisor who properly suits you and your needs. When you partner with an advisor at our firm, you have access to our whole team of knowledgeable professionals.

Learn more

Ready To Talk

Name

Email

Address

Phone

Question

Thank you!

Oops!

Climb Your Mountain

Why Old Town Wealth Avisors

Split Annuity Strategy

The Most Overlooked Item of Any Home Improvement

Life Insurance Myths: Debunked

Understanding Your Estate: Critical Elements of an Estate Strategy

Meet Our Team

What is most important to you?

P Bridger Parsons, AIF^®

Paul M Soraci, CFP^®

David S Clarkson

Tiffany White

Ready To Talk

Climb Your Mountain

Why Old Town Wealth Avisors

Split Annuity Strategy

The Most Overlooked Item of Any Home Improvement

Life Insurance Myths: Debunked

Understanding Your Estate: Critical Elements of an Estate Strategy

Meet Our Team

What is most important to you?

P Bridger Parsons, AIF®

Paul M Soraci, CFP®

David S Clarkson

Tiffany White

Ready To Talk

P Bridger Parsons, AIF^®

Paul M Soraci, CFP^®