Personal Guidance
Timeless Wisdom

We simplify the complex to help bring confidence and clarity to your financial well-being.

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I am investing fora new home.education.retirement.a second home.continuing care.

Money Doesn't Have To Be Difficult

We offer simple to understand financial advice from people you can trust.

Financial Planning

  • Wealth and Financial Planning
  • Portfolio Management
  • Risk Management
  • Tax Planning
  • Private Trust Services

LPL Financial Representatives offer access to Trust Services through The Private Trust company N.A., an affiliate of LPL Financial

Wealth Management

  • Professionally Managed Portfolios
  • Strategic Asset Allocation
  • Income Generating Strategies
  • Tactical Growth Strategies
  • Specialty Strategies

Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost.  Investors should consider the tax consequences of moving positions more frequently

Financial Well-being

  • Life Transitions
  • Business Transitions
  • Retirement Planning
  • Generational Transfers
  • Managing Risks
CFP Certified Financial Partner logo

Why Choose a CFP® Professional

You deserve a holistic financial roadmap. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.

For more information visit http://www.letsmakeaplan.org/

Lighting your Path Forward

At Tungsten Wealth Management we serve our client’s as an Investment Fiduciary.  This means we are legally required to put our client’s best interests first.  As Independent Advisors, we don’t push proprietary products like Mutual Funds and Annuities.  Our goal isn’t to achieve the impossible of picking market tops or bottoms, we instead strive to help you make wise decisions which ultimately can lead you on a path toward achieving your financial goals.

Tungsten Wealth Management

photo of Shawn Peschke, Tungsten Wealth Managing Partner and Senior Wealth Advisor

Shawn
Peschke

CFP®, CWS®, Managing Partner

photo of Rob Frits, Tungsten Wealth Managing Partner and Senior Wealth Advisor

Rob
Frits

CFP®, CWS®, Managing Partner

Diana Smith

Diana
Smith

Director of Client Relations

Some People Leave Their Financial Advisor’s Office Confused

If you like easy to understand, straightforward answers - we can help.

How much insurance do I need? Permanent or temporary?

Is a will good enough?

Should I get a trust?

Am I saving enough for retirement? How much is enough? 

How much does college cost?

What is the cost of Long Term Care?