To educate. Create a legacy. Build a business. Retire to something
instead of from something. See the world. Enjoy a quiet life.
What is the purpose of your money?
Success is individual
As a fiduciary and your financial advocate, we commit our investment expertise and experience to you.
Together we work to customize a plan to achieve all that is possible for you and your family.
We are dedicated to creating lifetime success for our clients.
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.
