A complete list of active advisors currently associated with Tumwater Wealth Management, LLC
Warmer can help you find a great advisor at Tumwater Wealth Management, LLC or one who fits your needs even better.
Tumwater Wealth Management provides ongoing portfolio management, comprehensive financial planning, and pension consulting to a mix of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, and business entities. The firm reports managing roughly $407 million across about 284 client accounts and operates with a two-advisor team that handles discretionary portfolio decisions on behalf of clients. The firm’s investment process is long-term and buy-and-hold oriented and draws on modern portfolio theory, fundamental analysis, cyclical analysis, and quantitative methods to construct and rebalance customized allocations. Portfolios are tailored to clients’ goals, time horizons, and risk tolerances and may include mutual funds, ETFs (including precious metal ETFs), real estate funds/REITs, fixed income including TIPS, and insurance-based products such as annuities. What is distinctive about Tumwater is the combination of a compact advisory team managing an unusually large asset base per advisor and an explicit pension-consulting capability that includes benchmarking, fiduciary plan reviews, and participant education. The brochure also notes use of multiple custodial relationships for retirement plans (including Schwab Institutional and Interactive Brokers) and a practice of integrating financial planning into ongoing portfolio management, which can be atypical for firms of this size.
To learn more about the advisors currently working at Tumwater Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Boise, ID
| 0
| |
Boise, ID
| 18
|
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