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Wealth Management & Family
Office 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.

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

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

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

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