Wilmington, North Carolina, 28403
Thanks for visiting Tushingham Wealth Strategies. Our goal is to help you proactively oversee all of your financial affairs by serving as your “Personal CFO” and fiduciary, so that you may live your ideal life worry free. One of our most passionate topics is helping families navigate the complex college planning process. With some colleges now costing nearly $300,000 it is more important than ever for families to determine their best strategy to save and pay for college and protect their assets and income for retirement. This is why our “Personal CFO” services integrate college and retirement planning into one strategy.
CFP® - Certified Financial Planner
With over 20 years of wealth management and corporate finance experience, I’ve helped manage clients through many market cycles and transitions. After graduating from Pace University with a degree in Finance, I established my foundation on Wall Street where I spent 10 years. Since 2003, I have utilized my Wall Street experience and CFP® certification to manage and grow a successful financial planning business in Wilmington, NC where I act as a fiduciary for select individuals.
License Type: Securities & Insurance
Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina