OUR FOCUS

Tushingham Wealth Strategies works specifically with physicians & executives 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.

Physicians

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

Executives

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.

  (866) 505-9016          Schedule a Call          LinkedIn

  Client Login:    Wealth Portal    First Clearing

About Tushingham Wealth Strategies

As a Certified Financial Planner, Tushingham Wealth Strategies acts as a Fiduciary for their clients. Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation and wealth management.

About Tushingham Wealth Strategies

Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation and wealth management.

  5615 Old Garden Rd. Apt. 201, Wilmington NC, 28403

©2019 Tushingham Wealth Strategies, LLC

  5615 Old Garden Rd. Apt. 201, Wilmington NC, 28403

©2019 Tushingham Wealth Strategies, LLC

Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina.

Pin It on Pinterest