Our Story

Over the years...

We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

With Many Years of Experience

The foundation of Tungsten Wealth Management was shaped on the idea of simplifying the complex.


In an ever increasing complicated financial services industry we aim to be a light for those looking for clarity and guidance – a light to help clients find and stay on track toward achieving their financial goals.


As an independent firm, we are free from any proprietary products or services that others may be required to push. As such, we proudly believe in the Fiduciary Standard, and serve our clients in a manner which puts their interests needs above all else.


We stand firm in our belief that you should work with, and invest in people and things you can clearly understand.

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/

What's in a name?

Our name comes from the filament in the light bulb, the one Thomas Edison chose to use after testing more than a thousand other metals.


Tungsten is tough, it’s resilient but most importantly used because of it’s unique ability of turning energy into light.


We feel it’s a great metaphor for what we do.


Provide a lighted path to help guide clients toward achieving their financial goals.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly-traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.