Wealth Management & Family Office Services
TUSHAUS WEALTH MANAGEMENT SERVICES
At Tushaus Wealth Management, we offer a full range of financial services to help individuals, families, and business owners build, manage, and protect their wealth. Our personalized approach to financial planning ensures that every strategy we develop is tailored to your unique goals, risk tolerance, and life circumstances. From investment management and retirement planning to tax-efficient strategy and estate planning, we provide the expertise and guidance you need at every stage of life. We offer specialized services for business clients, including succession planning and employee retirement plan consulting. With a commitment to transparency, education, and long-term relationships, Tushaus Wealth Management is here to help you confidently make informed financial decisions.
FINANCIAL PLANNING
Stop guessing and start planning with confidence. Our retirement income planning helps you understand your expenses, secure reliable income, and make room for the fun stuff—like travel, family, or that dream purchase. We’ll help you cover essentials, fund your goals, and prepare for major costs like healthcare, so you can retire with clarity and peace of mind.
ESTATE PLANNING & DOCUMENTATION
Ensure your wishes are carried out and your legacy goes to the people and causes you care about—efficiently and tax-smart. We help you build a personalized estate plan with the right documents in place (like wills, trusts, and powers of attorney) and strategies for maximizing charitable giving and minimizing tax liability.
INVESTMENT MANAGEMENT
Tushaus Wealth Management is committed to transparency, long-term relationships, and tailored guidance. From investment management and asset allocation to retirement planning and risk management, our approach is personalized to help you grow, preserve, and transfer your wealth with confidence.
TAX PLANNING & PREPARATION
Smart tax planning doesn’t just save you money this year—it can save you hundreds of thousands over your lifetime. At Tushaus Wealth Management, we take a forward-looking approach to reduce your long-term tax liability, avoid costly surprise taxes, and maximize your retirement income. Through proactive strategies like Roth conversions and income optimization, we help ensure more of your money stays with you and your loved ones.