We’ve been through a lot over the last few years, haven’t we? There has been so much instability in so many different areas that it can be overwhelming to try to keep it all straight. We’ve all had to make sacrifices in one way or another, which has caused many of us to verify we have a solid life plan, especially in the area of finances.
Unfortunately, there are still so many people who have not seen the importance or taken the time to develop a financial plan for their future. Chances are you know someone like this; and if that person is someone close, like a friend or family member, you want to help give them peace. Those of us that have worked with a knowledgeable wealth advisor have likely experienced the confidence and powerful life change it can bring. Who in your life could benefit from working with a wealth advisor that focuses on delivering value to clients?
A Solid Support System
Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. At T.M. Wealth Management, our job is to help you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?
A Trusted Professional
That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide.
We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.
We’re Here to Help
When we work with clients, we always ask, “Are you ready for your future?” We’re dedicated to using our knowledge and processes to help you, and those around you, live life on purpose, today and every day. If you know someone who could benefit from working with a wealth advisor, don’t wait another minute to get them connected. To get in touch today, give us a call at (703) 537-8351 or email firstname.lastname@example.org.
Thomas R. Seneca is Managing Partner at T.M. Wealth Management, a wealth management firm that focuses on independent, boutique, and fiduciary services for clients. After gaining extensive finance and investment experience working as an investment banker on Wall Street and in Silicon Valley, Thomas had a desire to work more closely with clients and positively impact their lives by helping them make better financial decisions. He started his own practice and now works with successful professionals to help them simplify their financial needs and optimize their wealth to pursue their goals. Thomas knows the positive impact that good financial decisions can have on families and individuals, and he strives to help give clients financial confidence so they can spend their time on what matters most to them.
Thomas holds a bachelor’s degree in economics from Brigham Young University and an MBA from Columbia Business School. Thomas is an avid golfer, fluent in Spanish, and served as an adjunct finance professor at Virginia International University in the Washington, D.C., area. Outside of work, he enjoys traveling, spending time with family, and attending church. To learn more about Thomas, connect with him onLinkedIn.