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. After creating a financial plan, TMD Wealth Management oversees the implementation, ongoing monitoring, and management of our clients' plans:

  • Implementation of the specific strategies outlined in the financial plan
  • Periodic and consistent reviews to evaluate potential changes to the plan
  • Ongoing asset management and coordination relative to your plan
  • Ongoing coordination with your other advisors

Complimentary Financial Review

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

Let's chat

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.