ROPES WEALTH ADVISORS

Tax and taxation planning, advice, information and consultancy services

Investment management and investment advisory services; Financial planning; Financial management; Estate planning; Financial services, namely, wealth management services; Financial planning for retirement; Financial services, namely, estate settlement services; Family office services, namely, handling financial affairs for wealthy families in the nature of wealth management services; Trustee services; Charitable foundation services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families and providing assistance in making foundation grants to charitable organizations; Insurance consultancy services, namely, providing advice in the field of life, property and casualty insurance