Our Team of Professionals
As a client of TSA Wealth Management, you will work with a team of professionals that are passionate about retirement planning.
We Are All Unique But . . .
Our Team Members All Have a Few Things in Common
Your team includes professionals well versed in every aspect of investing, planning, and client service.
We’re all unique but we all share a passion for retirement planning.
We don’t reinvent the wheel. By focusing on retirees, we are able leverage systems to meet your needs with minimal distraction for you and your family.
Your team is made up of people that care about your goals and celebrate your victories
Leveraging outside asset managers, accountants, attorneys, & other professionals
When building TSA Wealth Management, it was our goal to provide clients with the personalized, professional, service of a boutique firm without sacrificing the resources of the largest firms.
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To make that happen, we partner with various best in class service providers for the benefit of our clients. For example, we partner with Blackrock, leveraging their teams of investment experts and risk management technologies, to manage our client portfolios while also leveraging 55ip – a trading arm of J.P. Morgan – to optimize trade execution.
As wealth managers, we act as a client’s central point of contact where they can direct all financial questions. If we don’t know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, lenders, and real estate agents.
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