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.
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.
©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.
