Our clients primarily come from referrals from our partners at TPC Financial, where they receive holistic financial planning. Anyone requiring wealth management services is then introduced to our investment management team. When you work with TPC Wealth, you’ll have an initial meeting with one of our investment team members to outline what our approach looks like.
After this meeting we’ll work closely with you to open accounts and outline an investment policy statement that directs how your investments are managed. We’ll consider accepting clients who are not working with TPC Financial, but this is generally an exception and not the rule.
Learn more about TPC Wealth here.
