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.
Are you worried about market volatility eating away at your savings? Will you end up with a retirement fund that doesn’t support your long-term needs? When it comes to investing, most people focus only on chasing returns. But why risk losing everything in a downturn when you could have protected growth, steady cash flow, and even innovative long-term care solutions built right into your plan? To do this, you must be able to safeguard your principal and look ahead—because investing shouldn’t be about taking unnecessary risks; it should be about building the life you want, safely and confidently.
PERSONALIZED WEALTH MANAGEMENT
At Tushaus Wealth Management, your goals, values, and life vision come first. We take a tailored approach to help you grow, preserve, and transfer wealth with clarity and confidence.
WHAT WE OFFER
Your financial life is complex—we simplify it. Here's the foundation of what we coordinate under one comprehensive plan:
- Investment Management
- Asset Allocation
- Retirement planning
- Risk Management
Every piece is designed to work together seamlessly, aligned with your priorities and long-term goals.
STRATEGIC, LONG-TERM GUIDANCE
Your financial plan is built to evolve with you. We offer proactive updates and transparent advice to ensure your strategy adapts as your life and goals change.
BUILT ON TRUST AND PARTNERSHIP
At Tushaus Wealth Management, we're more than advisors—we're long-term partners. Our approach is grounded in clear communication, thoughtful planning, and a deep commitment to your success.
OTHER FINANCIAL SERVICES
At Tushaus Wealth Management, we offer various financial services to help you, your family, or your business protect your wealth. We are here to help you make informed financial decisions with confidence.
WEALTH MANAGEMENT
We are 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 FOR RETIREMENT
We design tax planning strategies that help you minimize your lifetime tax liabilities by taking control of your tax brackets now and throughout retirement. From tax-efficient income distribution strategies to an annual and systematic Roth Conversion strategy or avoiding those “gotcha” taxes, our team will ensure the tax piece fits into your overall retirement puzzle.
ESTATE PLANNING
Our team works to create a strategic estate plan, peace of mind, and ensure the documents are created to execute that plan.