"SOMEONE'S SITTING IN THE SHADE TODAY BECAUSE SOMEONE PLANTED A TREE A LONG TIME AGO."

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Warren Buffett

Let's start planting that tree

Your life is busy and you want to focus on pursuing your passions – not grappling with financial uncertainty or working through the emotions of investments.

We bring clarity and a way forward to your financial life, and we serve as your Chief Investment Officer so you can be the boss of living your life to the fullest.

We work on your behalf to free up time, take away uncertainty, and help design a long-term plan for success… so you can enjoy the shade.

Numbers and Value

We started as do-it-yourself investors, so we understand the hesitancy when it comes to paying for financial advice.  However, as business owners, we’ve come to live by the maxim of “do what you love and outsource the rest.”

From a numerical perspective, working with a comprehensive financial advisor (not just someone who invests your money) can add the equivalent of 3% additional return per year¹ and help investors achieve a 22.6% higher level of spending in retirement.²

Sources:
1.  Vanguard, “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha,” 2016

  1. Morningstar, “Alpha, Beta, and Now… Gamma,” 2013

Working together

You’re the hero of your financial story.  We’re the guide who helps you along the path toward your goals.  Together, we form a partnership that’s centered on your needs and enabled by our expertise and network.

We can craft a plan that finally gives you peace of mind and helps you get to the life you’ve imagined.  We can take the emotions out of investing so you can put your emotions to work in the areas of your life that are most meaningful to you.

You’re in the driver’s seat – Targeted Wealth Solutions is here to keep gas in the tank, oil in the engine, and seat belts securely fastened.

Let’s get to it.

Download Our "Working Together" Guide to Learn More