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Hi! Thanks for your interest. I look forward to talking with you.
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What type of service are you looking for from a financial advisor?
- I’m a DIY but I’d like to pay for a one-time plan
- I’d like help managing my investments but probably don’t need comprehensive wealth management
- I’m looking for proactive and ongoing wealth management
- I’m not 100% sure yet

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- Less than $1M
- $1M to $3M
- $3M +

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About Tushingham Wealth Strategies

As a Certified Financial Planner ™, Tushingham Wealth Strategies acts as a fiduciary for its clients. We specialize in providing retirement planning for entrepreneurs. Through our "Personal CFO" service we will help you proactively plan your financial affairs, simplify your life, and guide you on your path towards financial independence.

About Tushingham Wealth Strategies

As a Certified Financial Planner ™, Tushingham Wealth Strategies acts as a fiduciary for its clients. We specialize in providing retirement planning for entrepreneurs. Through our "Personal CFO" service we will help you proactively plan your financial affairs, simplify your life, and guide you on your path towards financial independence.

900 Midnight Channel Road, Wilmington, NC 28403

©2021 Tushingham Wealth Strategies, LLC

900 Midnight Channel Road, Wilmington, NC 28403

©2021 Tushingham Wealth Strategies, LLC

Tushingham Wealth Strategies is a registered investment adviser offering advisory services in the States of North Carolina and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Tushingham Wealth Strategies in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Tushingham Wealth Strategies, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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