VIDEOS
What is a Fiduciary
Plan of Action
Video – Every goal should start with a personalized plan.
Personal Wealth Portal
Video – Capture your entire financial picture on your own portal.
Meet Our Team
Video – Meet me and my family.
How We Invest
Video – Balancing risk and reward to meet your goals.
Working with Business Owners
Video – We focus on business owners because we’re business owners ourselves.
Physician Video
Video – Physicians are one of the business owners who we specialize in working with.
Executive Video
Video – Executives are a lot like business owners. They work hard and find value in having their own “Personal CFO”.
The Benefits of Having Your Own Personal CFO
Video – A “Personal CFO” can help make the complex simple.
Financial Aid and Late Stage College Planning
Video – You need to do much more than just “save” to pay for something as expensive as college.
College Selection and Late Stage College Planning
Video – See why choosing the “right” college can make all the difference.
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.
