A complete list of active advisors currently associated with Tanglewood Total Wealth Management, Inc.

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Tanglewood Total Wealth Management serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. The firm offers discretionary portfolio management through two engagement types: a Wealth Management relationship that combines investment management with personalized wealth planning (generally provided at no additional charge) and an Investment Management relationship that provides turnkey investment management without ongoing financial planning. The firm builds individualized Investment Policy Statements and emphasizes strategic asset allocation, diversification across domestic and international equities, fixed income, real assets (primarily REITs) and cash, with periodic style and sector tilts and occasional use of hybrid funds. Tanglewood also pursues tax-aware practices such as combined-account (“Combo”) management, uses account-aggregation tools (eMoney/RightCapital) and the Pontera platform to manage held-away retirement and education accounts, and discloses limited use of AI tools under an internal policy. Tanglewood manages roughly $1.59 billion in discretionary assets and provides regular client reporting that includes portfolio performance—quarterly performance figures are included in its client reports and discussed in its quarterly newsletter and monthly commentaries, a reporting practice the firm discloses in the brochure and that is relatively uncommon among similar team firms. Other notable disclosures include an explicit position that it does not maintain an ESG strategy unless directed by the client, a policy to exclude client-directed “TargetedGold” holdings from managed-portfolio performance calculations, and complimentary family financial consulting for adult children of Wealth Management clients.

To learn more about the advisors currently working at Tanglewood Total Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.