About Tushaus Wealth Management

History

Originally, the firm served those in the medical profession as the exclusive provider of financial and investment services for the Arizona Medical Association (ArMA), a 126-year-old organization for medical and osteopathic physicians, through a wholly owned subsidiary ArMA Financial Services, Inc. Kirk Tushaus began working at the company in 1995 helping families, physician groups, and nonprofit organizations with financial services while holding the titles of president and partner. He purchased the firm in 2001 along with a partner. Then in 2014, Tushaus Group, LLC was formed as registered investment advisory firm doing business as Tushaus Wealth Management. Currently, Chase Tushaus and Blair Tushaus are both partners and founder Kirk Tushaus is closely involved. TWM still serves clients in the medical profession but has expanded its client roster and services through the decades.

A family helping families

At Tushaus Wealth Management, we’re more than a team; we’re family. We consider our clients family, too. That’s why we’ve operated for more than 30 years with the belief that you deserve a most trusted advisor. We serve individuals and couples who are retired or getting close to retirement, young professionals, multigenerational families, business owners, and nonprofit organizations. Our clients are from a broad range of backgrounds, including the military, medical professionals, real estate, manufacturers, the faith-based community, the airline industry, and contractors among many others. We are part of the Catholic community foundation.

Independent fiduciaries

We are structured as a Registered Independent Advisory (RIA) firm registered in the states of Arizona and California, making us a legal fiduciary. We answer to a higher standard than just a “suitability” standard—we do what’s in your best interests at all times by law, and by our own chosen faith-based principles of good stewardship.

Transparent, fee-based

We are not a broker—we are a fee-based financial advisory firm. We don’t make commissions on securities or equities trades. When your portfolio grows, we grow, because that’s structurally the business model we’ve selected when it comes to asset management. As a fiduciary advisor, we disclose all fees and costs—including those “under the hood” that might not be apparent to you that you probably shouldn’t be paying. That’s just part of our fiduciary duty to you: we always do what’s in your best interest.

Meet the Team

Protect What’s Yours. Pursue What’s Next.

Kirk Tushaus

Partner

kirk@tushausgroup.com

Chase Tushaus

Partner / CCO

chase@tushausgroup.com

Blair Tushaus

Partner / CIO

blair@tushausgroup.com

Kenzie Trusela

Client Relationship Manager

kenzie@tushausgroup.com

Tushaus Wealth Management

Plan Your Future with Confidence.

The Commitment You Deserve.

At Tushaus Wealth Management, our commitment to you is that there will be no sale of our firm, no hand off to someone you barely know. We are here for the long run. Period.

  • We will proactively serve your financial needs by listening to you and understanding your desired outcomes and expectations.
  • We will partner with you to avoid making mistakes in critical non-investment-related financial matters that if ignored could sidetrack even the best structured financial plan.
  • We will serve you as if you are one of our own family members, with the intent of being your trusted advisor for life.

Ready to reach out?

Set Up a Call

Tushaus Wealth Management

Plan Your Future with Confidence.

The Commitment You Deserve.

At Tushaus Wealth Management, our commitment to you is that there will be no sale of our firm, no hand off to someone you barely know. We are here for the long run. Period.

  • We will proactively serve your financial needs by listening to you and understanding your desired outcomes and expectations.
  • We will partner with you to avoid making mistakes in critical non-investment-related financial matters that if ignored could sidetrack even the best structured financial plan.
  • We will serve you as if you are one of our own family members, with the intent of being your trusted advisor for life.

Principled Financial and

Retirement Planning

Please reach out

We look forward to working with you in a partnership that will be mutually beneficial, and promise to do our best to provide a level of service that exceeds your expectations in preparing for any challenges that may affect your financial goals and needs. A 30-minute introductory phone call to TWM comes with no obligation—only answers to your questions.

We invite you to set up a time now:

Set Up a Call