Private Wealth Management
The Emerging Affluent
Your start-up has taken off, leaving you with diverse financial windfall you may not be prepared to handle. Or perhaps you finally were made a partner or received a well-earned promotion. Your financial future is more promising than ever. Control your new success by engaging TSC to help establish your long-term financial goals. A comprehensive approach to your future will ensure all the pieces are in place—a well-balanced investment portfolio, education savings, and retirements savings. Putting a comprehensive strategy in place today will give you peace of mind.
Business Owners
Even successful CEOs need a good CFO. At TSC we act as your financial advisor, allowing you to focus on
strategies designed to keep your business moving forward. We simplify the complexities of your business’
financial affairs, providing a diverse menu of services including executive compensation, succession planning
and employee benefits. In fact, one of TSC’s core businesses is the design and administration of qualified
retirement plans.
TSC provides an investment platform and fee structure that enables us to provide completely objective investment
recommendations, selecting from the largest possible universe of investments, and third-party administrators.
Whether you’re still growing your business or are looking at selling, transitioning or giving it to your children,
we can help guide you to the best decisions for you and your family.
Managing Transitions
You may have usually left the financial decisions to your spouse, but now you find yourself alone and concerned about what to do. The plans you had in place as a couple might still be exactly right, but you’re going to need someone you can trust to help you monitor your finances, plan for the unexpected, and serve as your advocate. TSC has worked with many clients in these circumstances and know that this can be a difficult transition. Your age, the value of your portfolio and changes in your plans for your future are all considerations. We can discuss options and can advise you and your family about what’s best now and the future.