Tushingham Wealth Strategies works specifically with entrepreneurs who want a “Personal CFO” to oversee all of their financial affairs.

You work hard to ensure the success of your business, practice or corporation. This can leave little time to proactively manage your personal finances. Our Personal CFO service will help you make smart financial decisions, coordinate plan actions with a team of experts and simplify your life.

Contact us to experience the difference.


VIDEO: Working with Physicians.

Many physicians are business owners themselves. They work long hours, are usually on call and can have stressful jobs. Our Personal CFO services assist in making the complex simple and free up time so you can enjoy what you have worked so hard to build.

  Case Study

Business Owners

VIDEO: Working with Business Owners.

We understand the challenges of being a business owner, as we are business owners ourselves. Providing ample time to plan and coordinate your personal finances can be challenging when growing a business. A Personal CFO can help bridge the gap, free up time and take the responsibility off your plate.

  Case Study


VIDEO: Working with Executives.

Running a company is similar to running your own business. You are tasked with making important decisions and improving the profitability of your company. This can leave little time to plan for your own retirement and financial goals. Hiring a Personal CFO can help protect what you have worked so hard to build, plan for your future and simplify your financial life.

  Case Study

Your life in a box.

Customized Wealth Portal

Your Personal Wealth Portal will serve as an easy way to track and manage your accounts and important documents in one convenient and secure location.

  • Account balances and positions will be updated daily
  • Access to an unlimited amount of online storage for photos, documents and videos
  • Budgeting tool to stay on top of your cash flow
  • Reports to see your entire financial picture
  • Online collaboration in real-time to review your plan

This is all included with our Wealth Management services.

Schedule an Appointment

Please select a time from our calendar below to speak with an advisor.