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Business Profile

Wealth Management

South Shore Capital Advisors, LLC

About

About This Business

South Shore Capital Advisors provides wealth management and investment advisory services, including portfolio management, retirement account solutions, and offshore account options. The company offers assistance with 401(k) rollovers, IRA plans, ESG investing, and Swiss investment accounts. Services include developing personalized investment strategies, analyzing retirement income options, and offering guidance on sustainable investing. South Shore Capital Advisors also supports clients with financial planning, portfolio design, and referrals to professionals in estate planning, trust administration, and related areas. The firm operates under a fiduciary standard and manages global diversified portfolios.

BBB Accredited Since: 7/29/2025

Years in Business: 19

Products and Services

Wealth Management , Offshore Accounts , ESG Investing , Sustainable Portfolios , Investment Screening,  Retirement Account Services,  Income-Oriented Portfolio Design,  Estate Planning, Offshore Trust Formation and Administration, Medicare Planning, Comprehensive Financial Planning, Swiss Investment Accounts, Foreign Equities,  U.S. Stocks,  Bonds,  Precious Metals,  Currencies,  401(k) Rollovers,  Traditional IRA, Inherited IRA,  Roth IRA,  Individual 401(k),  SEP IRA

Business Details

BBB File Opened:
7/29/2025
Business Started:
12/19/2006
Business Incorporated:
12/19/2006
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Taylor Thomas, Founder
Caitlin Appleton, Principal
Number of Employees:
2

Additional Contact Information

Principal Contacts
Taylor Thomas, Founder
Customer Contacts
Taylor Thomas, Founder
Caitlin Appleton, Principal
Additional Phone Numbers
Other Phone: (781) 236-3304
Social Media
LinkedIn

Additional Information

Payment methods
  • Debit Card
  • American Express
  • Discover
  • MasterCard
  • Visa
Other Resources
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
http://www.sec.state.ma.us/sct/sctidx.htm
[email protected]

More Resources

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