Our founders understood that there is an important difference between a Wealth Advisor & a Financial Advisor. They each began their careers at large financial institutions. The model at these institutions was quantity over quality. This meant the drive was to have more clients, more accounts, to generate more revenue.
This philosophy was not consistent with the value we want to deliver to each client. In early 2011 T.M. Wealth Management was founded with the primary focus of delivering value to clients through 3 key principles:
At T.M. Wealth Management there are no shareholders, no corporate executives, and no proprietary products. The firm is designed to deliver value to clients, that’s it.
At the founder’s previous financial institutions the model was to have 1,000’s of client relationships and even more accounts. At T.M. Wealth Management the model is to make our clients 1 of a 100, not 1 of 1,000’s by limiting each advisor to no more than 100 clients. This gives each partner the time to dedicate to the full financial needs of each client.
It may sound silly but most financial professionals are not required to do what is in their clients best interests. As a Registered Investment Advisor (RIA) we are fiduciaries. We owe our clients a duty of undivided loyalty and utmost good faith. (From the Securities and Exchange Commission website: Investment Advisors Are Fiduciaries, www.SEC .gov)
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