Independent | Fiduciary
Wealth Management

Meaningful integration of life and wealth
Stewardship and commitment to objectivity
Dedication to collaboration and simplicity
Access to private investment opportunities

Financial Planning

At TMD Wealth Management, we believe that written strategic plans will help identify and solve specific problems.

Wealth Management

Our goal is to provide our clients with the highest level of service and expertise in the accumulation, transfer, management, and preservation of wealth.

Business Solutions

Our firm provides ancillary services to our clients that complement their business strategies and needs.

Executive Solutions

Our firm has expertise in a number of specific areas for our executive clientele.

Corporate Retirement Solutions

Our firm provides comprehensive retirement solutions for our corporate clients.

Client Service

Have a question about your account? Contact us today.

Wealth Management built for you.

Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients.

Our Company

Request a complimentary financial review

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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(602) 279-2020

Our Partners

On January 1, 2026, the legacy business lines of Kovitz Investment Group Partners, LLC (“Kovitz”) formally joined Focus Partners Wealth, other than Kovitz’s Weatherstone business line, which formally joined Focus Partners Advisors Solutions, and its NorthCoast Asset Management business line, which is remaining with the legacy Kovitz legal entity, which has been renamed and rebranded as NorthCoast Asset Management LLC.

On January 12, 2026, you will find us at focuspartners.com. You can access our regulatory documents today at focuspartners.com/form-adv and focuspartners.com/form-crs.

TMD Wealth Management (“TMD”) is a d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC, (“Kovitz”), an investment adviser registered with the United States Securities and Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training. Please click “Disclosures” on our website for additional important disclosures. Click the following for more information about Kovitz: www.kovitz.com. ©2024 TMD Wealth Management. All rights reserved.

Independent | Fiduciary Wealth Management