What We Do:

Ongoing Investment Management

$500,000 minimum with TPWA

Ongoing investment management can be a suitable option for those who want to spend less time managing their investments. Our advisors will proactively manage your portfolio while evaluating and implementing new investment strategies.

  • 4 quarterly strategy meetings with ad hoc meetings as necessary
  • Deliverables with recommendations from a licensed professional
  • Identify risk tolerance and investment goals
  • Evaluate your current holdings and investment strategy
  • Provide recommendations and perspective
  • Monitor securities and drift
  • Help implement trades and make changes to retirement accounts
  • Review alternative investment options
  • Evaluate tax-efficient investment options
  • Incorporate new trends
Calendly Background

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