T.M. WEALTH MANAGEMENT

Overview

T.M. Wealth Management is an independent, individual-owned registered investment adviser that works primarily with individuals and families. The firm combines traditional financial planning and portfolio management with a capital allocator role: it builds core exposures using pooled public funds and customized separate accounts, while allocating a portion of client capital to third-party alternative managers. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and educational seminars and workshops. The firm operates largely on a discretionary basis and does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices