How does the advisor help clients – Key Takeaways:
TSA Wealth Management is committed to providing personalized, comprehensive financial advice to a wide range of clients. With a team of experienced and knowledgeable advisors, they work closely with each individual or family to develop tailored strategies and solutions that align with their unique goals and needs.
Facts and Insights
TSA Wealth Management has a solid track record of success, serving clients for over 20 years. As of 2020, they manage over $500 million in client assets and have a team of 10 dedicated financial advisors. Their mission is to empower clients to make smart financial decisions and achieve financial security for themselves and their loved ones.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
TSA Wealth Management offers a wide range of financial services to help clients protect and grow their wealth. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Wealth transfer strategies
- Education funding
Client Types
TSA Wealth Management serves a diverse client base, including individuals, families, and small business owners. They have experience working with clients from different backgrounds and financial situations, and are committed to providing each client with the highest level of service and attention.
Fees & Compensation
At TSA Wealth Management, transparency and fairness are top priorities. As a fee-only firm, they do not receive any commissions or incentives for recommending certain financial products. Instead, they offer a transparent fee structure based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ best interests.
Background
The team at TSA Wealth Management has a wealth of experience and expertise in the financial industry. They are all highly educated and hold various certifications and licenses, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Additionally, they regularly attend conferences and industry events to stay up-to-date on the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important to be aware of any potential conflicts of interest or disciplinary history. When working with TSA Wealth Management, clients can have peace of mind knowing that they have a clean record with no disciplinary actions or consumer complaints. They are also fiduciaries, meaning they are legally obligated to act in their clients’ best interests at all times.