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Turner Wealth Management

Turner Wealth Management
Categories

Financial Services - Investments & Planning

About Us

At the end of the day, your finances are your responsibility. When you pass off this responsibility to someone, it should be to someone you like, trust, and understand. Here at Turner Wealth Management, we consider our client relationships and collaboration to be key to helping unlock the power of financial success. We educate and communicate throughout our entire wealth management process so the client is never left in the dark and is always comfortable with recommendations that are made.

Another crucial piece of what we do is leveraging resources. We don't know everything, and never will. So, we partner with tax professionals and accountants on all of our client cases to be sure we always keep an eye on taxes. Why do we do this? Because its not what you make, its what you keep. We use tax managed strategies as well as custom built portfolios for every investor.

Every client will get a full financial plan that focuses on 8 key wealth management topics.

Retirement Planning
Investment Management
Insurance Planning
Business Planning
Legacy Planning
Cash Flow and Debt Management
Education Planning
Special Situations

At Turner Wealth Management, we are fully licensed including CFP and CPFA to accommodate even the most complex financial situations for individuals and businesses.

Images

Just a casual Monday in the new office location.
New client friendly meeting space.
Paisley, my youngest, educating my wife and my oldest on the importance of investing!
Just a couple of baseballisms that I try to live by.
Cycle of Investor Emotions from Russell Investments
Bears and Bulls from Dimensional Funds

Rep/Contact Info

Card image cap
Nathan Bitner
Partner/Financial Advisor

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