7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
Read More
At North Shore Wealth Management, our team is dedicated to guiding you on a secure financial journey. We endeavor to deeply understand your values, priorities, and unique insights, ensuring that we work alongside you to make the most informed and beneficial financial decisions for you and your family.
Jay Olivieri CPA®
Financial Advisor
(617) 420-8300
jay@nshorewealthmanagement.com
Jay Olivieri, CPA is the founder of North Shore Wealth Management, an independent fiduciary advisory firm serving clients across New England. A former Senior Analyst at JPMorgan Chase and Head of Treasury and Risk Management at John Hancock, Jay combines institutional finance expertise with real-world entrepreneurial experience to help clients grow and protect their wealth through low-cost, tax-efficient strategies.
Preserve your legacy. Live your purpose.
Bespoke strategies for discerning individuals and families ready to align legacy with purpose.
Blogs
5 Tax-Saving Strategies to Keep More of Your Money
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and...
Read More
5 Smart Ways to Use Your Tax Refund in 2025
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund...
Read More