Skip to content

GUIDING YOU THROUGH A LIFE WELL-LIVED

We help guide you on your journey to building a lasting legacy, by protecting and growing your assets for the next generation. All-in-one market pioneering, single-fee service.

INVESTMENT MANAGEMENT & ADVISORY

We create strategic retirement plans that protect principal, generate secure income, and maximize investment efficiency.

FINANCIAL
PLANNING

We create financial plans that support life goals and anticipate major expenses so you can retire with confidence.

TAX PLANNING & PREPARATION

We help clients optimize retirement income and reduce tax burden through effective tax planning and preparation.

ESTATE PLANNING & DOCUMENTATION

We help set up and update key legal documents, like Trusts, Wills, and POAs, to support your estate and legacy goals.

OUR 4-PILLAR ROADMAP FOR FINANCIAL
WELL-BEING

Hear more about us from our partners Kirk, Chase, and Blair.

Kirk - Founder’s Story

Chase - What to Expect at your First Meeting

Blair - How to Prepare for Retirement

modern-equipped-computer-lab (1) 1

ABOUT US

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.

INVESTMENT MANAGEMENT & ADVISORY

Preserving your wealth is just the beginning—strategic investment management helps it grow purposefully.

  • Development of customized investment strategies aligned with your retirement goals.

  • Focus on capital preservation and long-term growth.

  • Integration of risk management techniques to reduce market volatility exposure.

  • Active monitoring and adjustments based on market conditions and personal milestones.

  • Alignment of investments with tax and estate planning strategies for greater efficiency.

Untitled design
modern-equipped-computer-lab (1) 1 (2)

FINANCIAL PLANNING

A solid financial plan brings clarity and confidence to every stage of life.

  • Holistic retirement planning tailored to your lifestyle and income needs.

  • Cash flow and budget management to maintain financial discipline.

  • Strategies for debt reduction and savings optimization.

  • Guidance for navigating life events like job changes, education funding, or healthcare costs.

  • Ongoing plan reviews to adapt to changes in personal and financial circumstances.

TAX PLANNING & PREPARATION

The right tax strategy can help you keep more of what you've earned.

  • Strategies to reduce tax burdens on retirement income and required minimum distributions (RMDs).

  • Efficient timing of income withdrawals to minimize marginal tax brackets.

  • Coordination of investment and tax strategies to avoid unnecessary gains or penalties.

  • Integration with estate and legacy planning for long-term tax efficiency.

  • Access to in-house tax preparation services for accuracy and convenience.

modern-equipped-computer-lab (1) 1 (3)
modern-equipped-computer-lab (1) 1 (4)

ESTATE PLANNING & DOCUMENTATION

Secure your legacy by preparing today, for tomorrow.

  • Assistance with drafting and updating Wills, Trusts, and Power of Attorney documents.

  • Coordination with attorneys and legal professionals to ensure completeness and compliance.

  • Alignment of beneficiary designations across all accounts and policies.

  • Support in organizing and maintaining key estate documents.

  • Legacy planning that reflects your values, family dynamics, and long-term objectives.

WHY CHOOSE US?

WHAT WE PROVIDE

We know life can be like a mountain: we work hard to climb our way to the top and then must navigate our way down. One slip coming down might be enough to cause serious injury.  In a lot of ways, that’s how we view your financial life. At Tushaus Wealth Management, we pride ourselves on helping you come up and over that mountain to guide you through a life well-lived.  

We partner with the families we work with through our four core services: Tax Planning and Preparation, Investment Management and Advisory, Financial Planning, and Estate Planning and Documentation. We believe in full transparency, ongoing communication, relationship, and support. With us, you gain a long-term partner committed to your financial well-being. 

  • Personalized strategies tailored to your unique goals

  • Core services addressing each component of your financial life

  • Long-term partnership and support

FAQs

Have questions? We’ve compiled answers to some of the most common inquiries about our services, registration, and approach — so you can make informed decisions with confidence.

What can I expect working with you?

We are an independent, family-owned business serving individuals and families like yourself.  We hold ourselves to a high level of integrity and seek to provide an exclusive and unique service.

As an independent firm, are you a licensed fiduciary? What is a fiduciary?

Yes, we are a licensed Registered Investment Advisory, making each of our advisors Investment Advisory Representatives. As such, we are bound to a fiduciary standard as stated in the Investment Advisers Act of 1940.  We have a duty of loyalty and care, which means we must put our client’s interests above our own.

What if I already work with a financial advisor?

We understand that we might not be the first wealth management firm you’ve engaged with, but we hope to be the most impactful for your financial life.  We view your financial life like a mountain; we spend our working years saving and investing as we climb the mountain.  As we retire, we summit and begin the climb down, which one misstep can cause serious issues.  We know that in climbing, going down the mountain requires a different skillset than what got you up the mountain.  That skillset is important to consider when we think about protecting assets, reducing taxes, and ensuring we can support our loved ones.

If we decide to work with you, how often would we meet?

Every family we work with is different and requires a unique approach to their situation. That said, we try to meet with every client twice yearly as an “official” review meeting.  These meetings are designed for us to update your planning information, discuss important issues affecting your financial life now and in the future, and review your investment portfolio.

Does us working together require me to move my assets from a previous investment firm?

For us to successfully work together, we need to be able to manage your investments to make prudent decisions and changes as your financial plan dictates in real time. We have an institutional partnership with Charles Schwab, which acts as a custodian that will physically hold your assets in your name and on your behalf.  After establishing the new accounts, we’ll be able to walk you through a simplified transfer process to move investable assets, whether from brokerage accounts, retirement accounts, or other investment accounts. 

A LITTLE EDUCATION GOES A LONG WAY

MAKE A CONFIDENT MOVE TODAY

LET’S TALK ABOUT YOUR
FINANCIAL GOALS