TSA Wealth Management
Your Retirement, Our Priority. Experience personalized wealth management.
Transparent and commission-free wealth management for a secure retirement.
Your path to a secure future starts here.
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Achieve Financial Security
Enjoy a peaceful retirement
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Overcoming Retirement Roadblocks
Navigating your golden years should be a joy, not a stress. But the landscape of retirement – investment management, taxes, estate planning, and insurance policies – can seem like an intimidating maze.
Turn These Roadblocks into Stepping Stones
These uncertainties can cast a shadow on your well-deserved retirement. At TSA Wealth Management, we're here to light the way towards your dream retirement.
Can I maintain my lifestyle?
Will my
savings last?
Will I leave a legacy for my loved ones?
Start Enjoying Your Retirement Today
Our Tailored Services Bring Clarity and Confidence to Your Journey Ahead
Retirement Financial Planning
Embrace your golden years with confidence. Our comprehensive retirement planning service addresses your key concerns: "How much can I spend?" We dive deep into your assets, income, and risk preferences to provide a personalized, strategic financial plan that ensures you live the retirement you've always dreamed of.
Long-Term Investment Management
Investing for retirement is a marathon, not a sprint. We leverage institutional asset management expertise to design an investment strategy tailored to your goals. Guided by our long-term investment philosophy, we create academically sound, suitable allocations to protect your wealth and ensure it grows throughout your retirement.
Estate Planning
Safeguard your legacy with precision and care. We work with you to put the right documents, language, account types, and beneficiaries in place. As your life and goals evolve, we continually review and adjust your estate plans. If needed, we'll liaise with your estate attorney or provide referrals to ensure your estate plan reflects your wishes, offering peace of mind for you and your loved ones.
$267M
Assets Under
Management
100+
Clients Represented
As reported on Form ADV Part 2A filed on 2/13/2024
Passionate About Retirement Planning
Welcome To TSA Wealth Management
While other firms offer to work with everyone, we only claim to do one thing – work with retirees – and we do it very well
Our Team
Meet Our Team
As a client of TSA Wealth Management, you will work with a team of professionals that are passionate about retirement planning.
As Featured In
Transparent Pricing: Our Simple, No-Surprise Fee Schedule
We don’t charge commissions, there are no retainers, and we do not charge additional planning fees. All our services are provided as part of the asset management fee which is laid out here. While we include outside assets such as bank accounts, insurance policies, business interests and real estate in the financial plan, we never charge a fee based on the value of those assets.
Total Portfolio Value…….Marginal Annual Billing Rate
First $2,000,000......…....................…..........1.00%
$2,000,001 - $3,000,000............…….........0.80%
$3,000,001 - $4,000,000..........................0.60%
$4,000,001 - $5,000,000.....……………......0.40%
$5,000,001 - $10,000,000..................…...0.30%
$10,000,001 and above.......………….……...0.20%
We bill quarterly (in January, April, July, and October) based on the average daily balance of the accounts under our management at Schwab over the previous three months. The annual billing rate represents the annualized fee over four quarterly billing cycles. The billing tiers are marginal meaning the first $2 million of account value is billed at an annual rate of 1% per year. The next million is billed at an annual rate of .8% and the million after that is billed at an annual rate of .6%.
Our Philosophy
Your Financial Peace, Our Unwavering Promise
1
"Simplicity - Your Path to Sophistication"
Cutting through complexity, we offer clear, uncomplicated financial solutions that work.
2
"Believe in Growth - Your Journey Forward"
With a long-term perspective, we cultivate your wealth alongside the world's ever-evolving progress.
3
"Goals First - Your Personal North Star"
Forget benchmarks; your financial dreams are our primary focus and commitment.
4
"Weathering Storms - Your Safe Harbor"
During market ebbs and flows, we stand firm, ensuring your investments capture market advances and remain resilient.
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