OUR TEAM

VIDEO: MEET OUR TEAM

Certified Financial Planner in Wilmington NC

Choosing someone to oversee your financial affairs could be one of the most important decisions you ever make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. Please contact us to experience what it is like to have your own “Personal CFO”.

Brett Tushingham,

CFP®, CCFS®

Managing Member and CCO

Brett Tushingham,

CFP®, CCFS®

Managing Member and CCO

My vision has always been to create a company that can offer people a single go-to fiduciary advisor or “Personal CFO” who proactively plans and coordinates every moving part of their financial lives.

One of my most passionate topics is helping families navigate the complex college planning process. With some colleges now costing nearly $300,000 it is more important than ever for families to determine their best strategy to pay for college and protect their assets and income for retirement. This is why our “Personal CFO” services integrate college and retirement planning into one strategy.

Prior to forming Tushingham Wealth Strategies,  I accumulated two decades of experience in wealth management and corporate finance.  After graduating from Pace University with a bachelor’s degree in Finance,  I established my foundation on Wall Street where I spent 10 years working at Chase Manhattan Bank, Morgan Stanley and Royal Bank of Canada in the areas of foreign exchange, financial management and capital markets.  I then moved to North Carolina in 2003 and obtained my CERTIFIED FINANCIAL PLANNER ™ certification in 2006.  After working over 10 years at a private wealth management firm I established my own financial planning business that incorporates my passion for helping families plan for college and protect their retirement.

My wife Kim, a Director in the pharmaceutical industry, and I live in Wilmington, NC with our two sons, Reece and Ryder, dog Fletch, and cat Vader.  In my spare time I enjoy interacting with my boys every chance I get, supporting the Make-A-Wish Foundation, watching hockey and anything from the 80’s that fuels my dry, sarcastic sense of humor.

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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.

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