Wealth Management

Trustworth Advice | Holistic Financial Planning | Proactive Oversight

As you accumulate wealth, it’s natural for your financial needs and objectives to become more complex. You may have questions, like:

  • How should I invest my money?
  • Am I paying too much tax?
  • When can I stop working?
  • How do I raise financially responsible children?

Our comprehensive wealth management service is designed to meet your ongoing financial needs and objectives as your circumstances and aspirations evolve.

Wealth management can mean wildly different things among advisors. As a Tillman Hartley wealth management client, you can count on:

  • Goal Setting – First, we help you identify and establish financial goals, which will help guide your financial plan and investment strategy.
  • Cash Flow Modeling – Our Lifetime Cashflow Model helps you visualize complex cash flows and assess how major purchases, gifts, or career changes will affect your financial goals.
  • Portfolio Management – We create a customized investment plan that’s aligned with your financial needs, preferences, and goals.
  • Tax and Estate Planning – After collaborating with your CPA and other advisors, we identify and implement strategies to help you minimize your lifetime tax liability and efficiently transfer your wealth.
  • Legacy Planning and Charitable Giving – We work with you and your family to establish your legacy and strategically achieve your philanthropic goals. We use tax-smart giving techniques to leverage your giving power.
  • Risk Management – Through insurance planning, asset titling and location, and other risk management strategies, we help protect you, your family, and your wealth from unexpected and unnecessary setbacks.
  • Financial Education – We love smart, educated clients and are happy to share our knowledge and expertise with you and your family. 

Complimentary Review

Discover the value of trustworthy financial advice and holistic wealth management. Schedule a complimentary “Let’s Get Acquainted” call today.