OUR PRACTICE

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make smart financial decisions and lead a worry free life.  Think of us as your “Personal CFO”.

As a firm, our focus is to ask questions, listen and develop a personalized plan of action to help you achieve financial independence. We will meet with you to present an analysis and discuss our recommendations. Together, we will implement the recommendations and proactively monitor your progress. From there we will form a customized communication schedule to assess the progress toward your goals and, when necessary, make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, college planning, estate and social security laws and collaborating with your team of professionals in order to provide you with the best financial advice for your particular situation.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, college planning, estate and social security laws and collaborating with your team of professionals in order to provide you with the best financial advice for your particular situation.

Our Value Proposition

As your “Personal CFO” and Fiduciary Tushingham Wealth Strategies promises to provide the following.

Organization – We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, college planning, retirement, estate, taxes, etc., and also the “micro” level of household cash flow).  Your “Personal Wealth Portal” is one tool that will help accomplish this.   

Accountability – We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Proactivity – We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education – We will explore what specific knowledge will be needed to succeed in your situation , by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Objectivity – We act as your fiduciary.  We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

Partnership – We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

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.

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About Tushingham Wealth Strategies

Tushingham Wealth Strategies helps business owners and executives proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, 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, asset management and retirement planning.

About Tushingham Wealth Strategies

Tushingham Wealth Strategies helps business owners  and executives proactively oversee all of their financial affairs by serving as their “Personal CFO” and fiduciary, 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, asset management and retirement planning.

  5351 Old Garden Rd. Wilmington, NC 28403

©2018 Tushingham Wealth Strategies, LLC

  5351 Old Garden Rd. Wilmington, NC 28403

©2018 Tushingham Wealth Strategies, LLC

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