Tushingham Wealth Strategies, LLC

Tushingham Wealth Strategies, LLC is a United States based financial firm founded in 2014. The company, led by Brett Tushingham, a Certified Financial Planner™ (CFP), specializes in retirement planning for entrepreneurs. The firm's "Personal CFO" service aims to cater to the needs of business owners, executives, and physicians who have been underserved by the financial services industry. The company provides value through comprehensive financial planning, portfolio development, tax minimization strategies, and ongoing guidance for informed decision making.

The focus on simplifying the complex financial lives of busy professionals sets Tushingham Wealth Strategies apart. The company's approach includes coordinating with a team of professionals including attorneys, CPAs, bankers, and others to ensure that clients' financial plans are accurately implemented. The emphasis on long-term growth and risk management alongside tax minimization strategies showcases the firm's holistic approach to wealth management.

Despite the lack of specific information regarding recent investments, the company's commitment to offering a free retirement review emphasizes its dedication to demonstrating value to potential clients. This commitment, coupled with its emphasis on client service, positions Tushingham Wealth Strategies, LLC as a potential player in the financial services sector with a unique focus on entrepreneurial retirement planning.