Wealth Strategies
Specialized skills for unique client needs
In addition to our comprehensive Financial Planning and Asset Management services, we also provide assistance for individuals and organizations with highly specialized requirements.
Services for life's transitions
TFC provides specialized assistance to individuals experiencing major life-altering events, such as retirement, marriage, inheritance, the birth of a child, or the death of a family member. The goal is to help our clients make informed financial decisions based on their particular circumstances, and to face the changes in their life with renewed confidence. We also provide advisory services tailored specifically to women experiencing significant financial change.
Services for non-profit boards
TFC provides tailored investment services and specialized guidance to non-profit board members who have fiduciary responsibilities for endowment and foundation portfolios.