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OUR CORE VALUES
The principles that guide our work and drive our impact.

SERVICE-MINDED
We operate with a philanthropic mindset where everyone deserves a trusted advisor to help families proactively plan for a secure retirement and legacy. We take pride in specializing the guiding of our clients with donor-advised funds.
FAMILY-ROOTED
At Tushaus Wealth Management, we're family - and we treat our clients like family too. For over 30 years, we've served retirees, young professionals, families, business owners, and nonprofits as trusted advisors.
FAITH DRIVEN
As a fiduciary, we answer to a higher standard than just a “suitability” standard—we always do what’s in your best interests by law, and by our own chosen faith-based principles of good stewardship.
TUSHAUS WEALTH MANAGEMENT
SECURE YOUR LEGACY
Tushaus Wealth Management is a family-run business dedicated to helping individuals and families prepare for retirement. Treating clients like family, we provide personalized financial planning, including investment, tax, healthcare, and wealth transfer strategies. As independent fiduciaries, we prioritize your best interests, offering expertise in legacy and charitable giving to secure your financial future and leave a lasting impact.