Tushingham Wealth Strategies, LLC

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Wilmington, NC
Tushingham Wealth Strategies, LLC

Tushingham Wealth Strategies helps entrepreneurs retire with confdence. Think of us as your financial concierge. We provide value in three ways.

At Tushingham Wealth Strategies, we offer proactive retirement planning that encompasses every aspect of your financial life. From minimizing your taxes to investing more wisely, and optimizing your income. Our mission is to provide financial advice that helps you obtain better outcomes and simplify your finances, so you can live your ideal life. We will first develop a financial plan based on you

r objective, establish the goals necessary to achieve it, and coordinate the implementation of the plan with our team of attorneys, CPAs, bankers, mortgage brokers, property and casualty agents, and other professionals. We then develop a portfolio tied to your financial objective and allocated in such a manner that balances your long-term growth needs with a level of risk that you can live with. We will employ tax minimization strategies such as asset location and tax-loss harvesting and help you coordinate the liquidation of accounts so you receive the income you need and pay as little tax as possible. We also help you navigate the ongoing planning process by making informed decisions. Planning is a process, not an event. Changes will occur, when they do we will serve as a guide in helping you navigate those changes with greater clarity and confidence

To help determine what value we can add and if we’re a good long-term fit, we offer a free retirement review. Please contact us to experience the difference.

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900 Midnight Channel Road
Wilmington, NC
28403

Website

http://tushinghamwealth.com/

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Our Story

Thanks for visiting Tushingham Wealth Strategies. Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation, and wealth management. We will also grant you access to a team of experienced professionals, ready to provide you with ongoing and coordinated advice on a technology-driven platform. Please contact us to experience the difference.

Before forming Tushingham Wealth Strategies, I accumulated two decades of experience in wealth management and corporate finance. After graduating from Pace University with a bachelor’s degree in Finance, I established my foundation on Wall Street where I spent 10 years working at Chase Manhattan Bank, Morgan Stanley, and Royal Bank of Canada in the areas of foreign exchange, financial management, and capital markets. I then moved to North Carolina in 2003 and obtained my CERTIFIED FINANCIAL PLANNER ™ certification in 2006.

I worked over 10 years at a private wealth management firm helping families plan for retirement and serving as Chief Operating Officer. While I enjoyed my time serving at the firm, I wanted something more. I wanted to develop a financial planning service that helped simplify people’s lives and empower them to obtain financial independence. That’s why I chose to establish Tushingham Wealth Strategies in 2014. The “Personal CFO” service was born.

When not serving as a financial advisor for my clients, nothing is better than family time in Wilmington, NC. My wife Kim “sells cancer”, or that’s what my kids say. She’s a director in the pharmaceutical industry. My boys, Reece and Ryder, aren’t really boys anymore. They’re both almost as tall as me, love playing guitar and basketball, and like to remind me how grey my hair is becoming.