FAQ
We are a team-focused company that takes a collaborative approach to managing our clients’ wealth. For nearly 50 years, we have been providing peace of mind to individuals, families and businesses in the Marietta community and surrounding states through the use of insurance and financial planning products and strategies to achieve their goals and objectives.
We take a holistic approach to managing wealth.
Total Wealth Management helps achieve your financial goals by creating a comprehensive plan that takes into account your current financial situation, future financial needs, and long-term objectives – meeting you where you are and planning for the next stages of life. This approach considers not only your financial assets, but also your liabilities, income, expenses, and overall financial goals.
Our team works together to provide customized solutions that align with the your unique financial situation and objectives. The goal is to create a cohesive and integrated plan that optimizes financial outcomes while minimizing risk.
A lot of people think that wealth management is just about investments, when it actually encompasses several things that impact you financially, both now and in the future.
We pride ourselves in covering all of the primary factors in Total Wealth Management, including: Investments, Tax Strategies, Retirement Planning, Estate Planning, and Risk Management Strategies (Personal and Business Insurance).
We develop a custom, comprehensive plan, addressing all aspects of your financial life, through all stages of your life. You’ll enjoy greater financial security in the short term and stability for the long haul. The peace of mind that comes with this can reduce your stress level and free up time and energy for other priorities in your life – and that is priceless.
Ready to see how we can help you? Get in touch with us today.