WEALTH MANAGEMENT THAT BRINGS TOGETHER ALL OF YOUR PLANS
Getting to retirement is just one part of your financial plan. We integrate dynamic planning, investment management, and advice to keep your goals on track. All of them.
DYNAMIC AND CUSTOMIZED PLANNING, INVESTMENTS, AND ADVICE
You deserve an advisor who provides comprehensive service. A financial plan provides the roadmap for how you want to grow, use, and preserve your wealth. Our investment management and advice complement the financial plan by aligning your investments and employee benefits to your goals. Our Financial Maneuvering Room™ methodology helps us develop wealth management plans that integrate all aspects
FINALLY GET ALL OF YOUR FINANCES ON THE SAME PAGE
You may have numerous accounts, goals, plans, and dreams. Holistic wealth management is the solution for fragmented finances. Using a combination of personal touch and technology, we bring together disparate pieces of information and data and present you with a cohesive and easy-to-understand overview of your finances. We provide clarity on everything from net worth to investment selection to the trade-offs between different financial decisions.
LEVERAGE THE LATEST IN FINANCIAL PLANNING RESEARCH & TECHNOLOGY
We’re lifetime learners and tech-enabled advisors. As independent advisors, we’ve sourced the best in planning technology to help our clients understand and implement their plans. We’re not satisfied with the status quo or antiquated assumptions about financial planning. We provide custom solutions for complex financial issues using the latest in financial planning thinking and best practices.
AN AFFORDABLE APPROACH TO MODERN WEALTH MANAGEMENT
We’re transparent about our fees and the value we deliver. Our ongoing wealth management fees start at 1% of assets under
TRUE COMPREHENSIVE PLANNING
The output of most financial plans offers little more than a report card of your current financial situation. We go beyond that snapshot and provide courses of action, probable outcomes, and checklist-driven accountability that look to the future and provide peace of mind for today and tomorrow.
UNIFIED INVESTMENT MANAGEMENT
Our portfolios are constructed using an aggregated approach; that is, we look across all of your accounts to balance risk, maximize tax efficiency, and minimize investment fees. This unified approach allows us to efficiently incorporate illiquid assets (like real estate or a business) into the financial plan.
PROFESSIONAL PROVIDER INTEGRATION
Working with your accountant, attorney, business broker, or insurance professional allows us to address shortfalls in your financial situation and update assumptions in your financial plan to ensure it stays relevant. We work under the fiduciary standard of care, so our obligation is to you… not to the corporate bottom line.
We're two fighter pilots turned entrepreneurial financial advisors.
Our experiences with the shortcomings of the financial services industry motivated us to turn our education and passion into a financial consulting firm that would put clients first, help remove financial uncertainty from their lives, and allow them to pursue their purpose in life. We’ve seen how financial plans become meaningless when they only focus on numbers outside the context of your life — a life that’s probably dynamic and constantly changing. We’ve also seen how entrepreneurs and business executives are underserved when it comes to crafting a smart financial plan for business startups and unique compensation arrangements. And we’ve certainly seen how expensive investment fees eat away at portfolio returns, inhibiting business growth. So we decided to change that.
Our values:
- Integrity and Transparency - Integrity first. Doing what’s right remains central to who we are and how we work at Targeted Wealth Solutions. As financial advisors, we believe in candor and honest communication in all things wealth management and financial planning.
- Uncompromising Service - Service is in our DNA. We believe that clients deserve our utmost care and attention to help develop financial plans and solutions to their unique situations.
- The Fiduciary Standard - Suitability isn’t enough. We are bound to a higher standard of excellence that requires us to put our clients’ interests above our own.
- Disciplined Research - Managing risk demands rigorous analysis across the portfolio. We focus on removing the noise from financial investment strategies to ensure that client objectives are being met.
- Focused Execution - We work for our clients. Our wealth management methods are deliberate and designed to implement solutions in a coherent manner to meet our clients’ unique needs.
- Giving Back - Our duty of service extends beyond our financial consulting firm. We give our time and talents to help those around us in their journey toward entrepreneurial success.