Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Business Retirement Plans
  • Insurance

Vision, Mission & Values

Teal Wealth Management aims to be a cohesive, technologically savvy, financial advisory practice that is large enough to specialize, but small enough to personalize our client experience.

Our team members effectively and efficiently work together to help enable our clients, as well as each other, to reach their goals.

Our mission is to foster meaningful relationships with our clients and provide competent, personal, specific, and actionable advice through proactive and purposeful contact.

We strive to ensure that whenever our clients need a dollar, they can be confident that we are a smart place to get it.

At TWM, we value integrity, meaningful relationships, excellence, synergy, and service.