Personal Guidance
Timeless Wisdom
We simplify the complex to help bring confidence and clarity to your financial well-being.
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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
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.
Your Tungsten Wealth Team
Shawn
Peschke
CFP®, CWS®, Managing Partner
Rob
Frits
CFP®, CWS®, Managing Partner
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.