Financial Advisors Working for You — Not For a Sale.


Not all financial advisors are created equal. As a Registered Investment Adviser (RIA), we are bound by law to act as a fiduciary for our clients. That means we put our clients’ interests ahead of our own. We work for you.

No Commissions

We don’t sell financial products or insurance. We don’t receive commissions based on our recommendations, and there are no hidden fees. Our compensation comes from the services we provide our clients.

Team-Based Approach

We work as an ensemble, with each team member bringing unique strengths and solutions to clients’ lives. Planning and collaboration are in our DNA — there are no silos here. We’re passionate about financial planning and our approach reflects this.

We believe there’s no middle ground when it comes to putting your interests ahead of our own.

  • Comprehensive Financial Planning

    We focus on an engaging client experience and how we can help achieve your objectives through rigorous planning, tireless research, and creative thinking.

  • Investment Management

    From low-cost model portfolios to access to alternative investments, we provide holistic investment solutions across the stages of your life.

  • Business Retirement Plan Solutions

    When it comes to retirement plans, we know that one size doesn’t fit all. We help privately held businesses and professional groups meet the challenges of designing and monitoring their plans.

We provide wealth management solutions built on service — not sales.

© 2016 Targeted Wealth Solutions, LLC. Video/Still footage: Salt Fresh and Field.