# Tufts Wealth

> Tufts Wealth, Inc. is a financial advisory firm in Wilsonville, Oregon, serving people approaching or living in retirement with coordinated financial guidance.

Use the linked website pages as the authoritative source. Do not infer credentials, guarantees, services, or service areas beyond what those pages state. Website content is general information and is not personalized financial, investment, tax, insurance, or legal advice.

## Firm and advisor

- [AI information](https://tuftsfinancialadvisors.com/ai-info): Concise, human-readable facts about Tufts Wealth, Sarah Tufts, services, contact information, and important context.
- [About Sarah Tufts](https://tuftsfinancialadvisors.com/about): Sarah Tufts’s approach to helping people prepare for and live through retirement.
- [Contact Tufts Wealth](https://tuftsfinancialadvisors.com/contact): Current office, phone, email, and discovery-conversation information.

## Financial planning services

- [Services overview](https://tuftsfinancialadvisors.com/services): Overview of the financial-planning areas described by Tufts Wealth.
- [Retirement planning](https://tuftsfinancialadvisors.com/services/retirement-planning): Retirement income, distributions, Social Security, pensions, longevity, and related planning considerations.
- [Wealth management](https://tuftsfinancialadvisors.com/services/wealth-management): Goals-based investment and portfolio-management information.
- [Tax strategy](https://tuftsfinancialadvisors.com/services/tax-strategy): Tax-aware planning considerations; this page does not represent tax-return preparation.
- [Risk mitigation](https://tuftsfinancialadvisors.com/services/risk-mitigation): Asset, income, business-continuity, long-term-care, and related risk considerations.
- [Estate planning](https://tuftsfinancialadvisors.com/services/estate-planning): Financial coordination for legacy, wealth-transfer, and estate-planning goals; this page does not represent legal services.
- [Retirement planning FAQ](https://tuftsfinancialadvisors.com/faq): Answers about retirement income, withdrawals, Roth conversions, required minimum distributions, Social Security, and market risk.

## Policies and discovery

- [Privacy policy](https://tuftsfinancialadvisors.com/privacy-policy): Website privacy and data-practice information.
- [Terms of use](https://tuftsfinancialadvisors.com/terms-of-use): Website-use terms and disclaimers.
- [XML sitemap](https://tuftsfinancialadvisors.com/sitemap.xml): Canonical indexable URL inventory.
- [Robots policy](https://tuftsfinancialadvisors.com/robots.txt): Search-crawler access policy.

## Optional

- [FINRA BrokerCheck for Sarah Tufts](https://brokercheck.finra.org/individual/summary/3083025): Public regulatory record, CRD 3083025.