WE ARE INSPIRED

We create lifetime success for our clients through our

distinctive discipline as dedicated, rational investors. 

Why Tealwood?

Since 1986, we have managed our clients’ financial health, enjoying each step along the way. 

Like you, we derive joy from  what we do well. What defines our work is you.

Our relationship with you becomes our most remarkable point of difference.  

Being engaged in a better conversation

Receiving the attention you deserve

 Working together in collaboration

 Focusing on your success

Enjoying education and lifestyle events

Are You in Alignment?

We help our clients align their investment strategy with their values and priorities to help them live with the greatest

intention. We are grateful to our clients for entrusting us with this important work. Because of them,

we have the privilege of doing what we love.  Our structure seats us on the same side of the table as you.

INDEPENDENT

The freedom to serve you with tailored investment advice.

FEE-BASED
As a simple percentage of assets managed – easy and transparent.
FIDUCIARY STANDARD
The highest standard of care, always placing your interests first.
CUSTODIAL SAFEGUARD
Institutional custodians provide a separate layer of protection.
INTENTIONALLY SCALED

Personalized attention and customization you deserve.

Let’s Have a Conversation