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Wealth Management

Our goal is to provide our clients with the highest level of service and expertise in the accumulation, transfer, management, and preservation of wealth. These services are TMD's primary focus and we typically limit these services to those with a minimum of $500,000 to place under management. After creating a financial plan, TMD oversees the implementation, ongoing monitoring, and management of our clients' plans:

 

  • Implementation of the specific strategies outlined in the financial plan
  • Periodic and consistent reviews to evaluate potential changes to the plan
  • Ongoing asset management and coordination relative to your plan
  • Ongoing coordination with your other advisors