At TMD Wealth Management, we believe that written strategic plans will help identify and solve specific problems. Once those roadblocks have been assessed, families can then focus on getting their specific needs met and building their future. Depending on the complexity of the plan, there is a one-time fee charged for this initial plan, which normally includes:
TMD Wealth Management was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on July 1, 2024. TMD Wealth Management is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by TMD Wealth Management and are accurate as of the time of publishing.