Scottsdale, AZ Office
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Tushaus Wealth Management
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Firm-wide stats for Tushaus Wealth Management
About
Tushaus Wealth Management advises individuals, high‑net‑worth clients, and charitable organizations through ongoing wealth management, discretionary portfolio management, and financial planning. The firm also offers optional tax planning/preparation, access to estate‑planning services through a third‑party provider, and a client cash management program via StoneCastle’s FICA For Advisors.
The firm documents client goals and constraints in an Investment Policy Statement and manages accounts on a discretionary basis, employing fundamental analysis, modern portfolio theory, and quantitative methods within a long‑term trading approach. It primarily recommends ETFs for diversification and cost efficiency but also uses mutual funds, fixed income, real‑estate funds, private placements, venture capital, and other alternatives as appropriate, with quarterly reviews and policies to allocate scarce opportunities fairly across clients.
Compared with many peers, Tushaus provides periodic public educational seminars and workshops at no charge and facilitates a third‑party cash sweep that places client funds across FDIC/NCUA‑insured depositories—services that are less common among similar team firms. The brochure also discloses that supervised persons are licensed insurance agents, that some tax and estate services may involve third‑party arrangements, and that fees are deducted directly from client accounts with related reporting procedures, information clients may weigh when considering conflicts of interest and service scope.
Based on Tushaus Wealth Management
Expertise
Based on Tushaus Wealth Management
Location
9141 E Hidden Spur Trail
Scottsdale AZ 85255
Advisors at this office
3
Advisors at this office
Jake C
Series 65
Scottsdale, AZ
Tushaus Wealth Management
Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.
Kirk T
Series 63, Series 65
Scottsdale, AZ
Tushaus Wealth Management
Kirk Tushaus is a financial advisor with Tushaus Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior work includes roles at Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors/Securities. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing wealth management, discretionary portfolio management, and financial planning. The firm uses a long-term approach based on fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs for diversification and cost efficiency.
Blair T
Series 65
Scottsdale, AZ
Tushaus Wealth Management
Blair Tushaus is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ, holding a Series 65 license with seven years of industry experience. He has held roles at multiple firms including Williams Palmer and Optimist Retirement Group. Outside of advisory work, Tushaus is a partner in FIT College Planning, LLC, and manages an insurance agency through Tushaus Group LLC. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs alongside other investment vehicles.
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