Protecting and preserving our clients’ wealth, and more importantly, their legacy is a responsibility we take seriously. Although investment return is important, our commitment to managing risk is what guides us. Our Wealth Management process will address the following key areas: 

  • Investments 
  • Liabilities
  • Business Succession Planning
  • Stock Options
  • Estate Planning
  • Charitable Inclinations During Life and at Death
  • Trustee and Executor Issues
  • Retirement Planning 
  • Insurance
  • Gifting

This philosophy of responsible Wealth Management supports the approach that we use to help individuals and families meet their unique needs.

Building, protecting and transferring wealth effectively doesn’t happen by chance. You need a customized plan that is built for your unique needs and goals. At TL Private Wealth , we understand that we cannot create a plan designed for you without a deep understanding of what's most important to accomplish with your wealth. 

Our fee-based approach ensures that we put your planning needs first. Our comprehensive approach ensures that we develop a plan that:

  • Invests your money responsibly; with the right balance of risk and reward
  • Protects your wealth and your loved ones against unforeseen risks
  • Seeks to limit your tax liabilities and maximize the wealth you keep
  • Is flexible enough to adjust to changes in your financial and personal situation over time

TL Private Wealth manages client portfolios on a discretionary basis. These portfolios are built only after truly understanding your goals, investment timeline, and tolerance for volatility. We will then construct a portfolio customized for you. This portfolio can include strategies that are executed with individual bonds, CDs, cash, mutual funds, exchange-traded funds (ETFs), and third-party managers.

Partnering with best-in-class asset managers allows us to deliver highly customized investment strategies. At the same time, we remain committed to independence: TL Private Wealth is not beholden to any investment company or product. And we do not offer proprietary investments, which we believe present the opportunity for conflicts of interest.

At TL Private Wealth we understand sophisticated investing. Yet our investing mission remains very basic: to understand our clients’ objectives and to build a strategy that is unbiased, customized, and appropriate.