Templeman Wealth Management Inc. is a highly reputable financial services firm known for its personalized and comprehensive approach to financial planning. With a team of experienced and dedicated professionals, they offer tailored solutions to meet each client's unique financial goals, leveraging their expertise to navigate market changes. Along with a strong track record of success, they have $500 million in assets under management and have been in business for 15 years.
The firm offers a range of services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. They cater to high-net-worth individuals, retirees, business owners, professionals, and families. Operating on a fee-based structure, they are incentivized to grow and protect their clients' wealth. Founded by John Templeman, a seasoned advisor with over 20 years of experience, the firm has a team of 10 advisors with specialized areas of expertise. Clients should be aware that the firm may receive commissions and referral fees, and some advisors may offer insurance products as licensed agents or brokers.