Personalized Wealth Management

Our Firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. The firm is registered with the U.S. Securities and Exchange Commission. We require our advisors to be CERTIFIED FINANCIAL PLANNER™ licensees, ensuring that our clients receive knowledgeable, unbiased advice. TMD also recognizes the need for individual recommendations based solely on specific needs, circumstances, and goals; our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people.

Chains of habit are too light to be felt until they are too heavy to be broken.       -- Warren Buffett