Overview

As you journey through the various stages of your financial life, it's important to work with an advisor who can help you navigate through all sorts of weather. We've been guiding clients for more than 15 years and, like them, you can benefit from our expertise in creating a fully integrated, comprehensive wealth plan that helps you pursue your life's goals. As an independent financial advisory firm, we have no parent company or product pressures driving our recommendations; we answer only to you. So you will know you’re receiving an objective guidance in all areas. Whatever your financial life entails, we will meet you where you are and customize a plan that works for you.  

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Goal Planning

The primary objective for most of our clients is to plan for a successful retirement. In addition, we help clients address issues like funding the costs of college for their children or grandchildren, buying a vacation home,  changing jobs, or starting a new business. We will help you crystalize your financial goals and build a strategic investment plan to help put you on track to realize your vision.  

 

 

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Tax Planning

When most people think of taxes, they think of tax preparation and filing a tax return each year. With tax planning, we will help you construct a tax-efficient portfolio that allows you to keep more of what you earn. We will also show you the benefits of various tax-preferred investment vehicles, engage in tax-loss harvesting methods, and create strategic income plans in retirement that help you minimize your tax burden.

 

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Investment Planning

We will manage your investment plan in accordance with your financial goals, personal appetite for risk, and investment time horizon. Unlike static buy-and-hold approaches, however, we use a diversified (yet nimble) Core-Tactical investment methodology. This process allows us to navigate through all types of market conditions.  

 

 

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Estate Planning

Proper estate planning is more complex than simply creating a will. We will regularly review your beneficary information, work with your attorney to create synergy between your estate plan and investment plan, ensure that your accounts are properly titled, and help implement a wealth plan so you can pass along your assets to whom you choose.  

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Protection Planning

Taking steps to protect your wealth is the glue that holds your financial plan together. From life insurance to disability coverage and long-term care, we have access to a variety of highly rated insurance carriers. More importantly, we will help you integrate a protection plan that serves as a safety net for you, your family, and your wealth plan.  Fixed Insurance products and services are offered through CES Insurance Agency.

 

 

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Financial Education

We believe that helping you truly understand your wealth plan leads to greater personal financial empowerment, so we focus on educating you on important financial concepts that affect you, while working hard to remove confusing industry jargon from the conversation. 

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Client Service Schedule

Our dedicated service team is trained to prevent your wealth planning needs from slipping through the cracks. We continually check in on outstanding action items, reach out for periodic reviews, and touch base when market volatility may be making you feel unsettled.   

 

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Ancillary Issues

We will help you navigate day-to-day financial questions that may arise, from deciding whether to buy or lease your next car, questions you may have about refinancing a mortgage, working to decipher your employee benefits package, or creating a personal budget. Making sound decisions in all wealth planning areas leads to a more complete financial life, and we're here to help you.  

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Professional Network

We want to help you in all areas of your financial life, so we have established professional relationships with ethical and reliable professionals in different fields of the trusted advisor marketplace. Our contacts include accountants, attorneys, and mortgage brokers. Please note that Tilton Wealth Management makes no representation whatsoever about the opinions of any professional partners and has no control over the services provided. Any agreement will be between the client and the professional partner.