Services Overview

At Timmons Wealth Management, we define wealth management as the critical intersection of investing and financial planning. A carefully constructed financial plan should drive investment decisions and portfolio management, with results measured against your financial goals.

Our Wealth Management Service is an integrated, bundled service comprised of Investment Management and Financial Planning for a single fee.

Our Investment Management service is based on a disciplined, long-term approach to wealth creation and preservation. We work closely with you to design a customized strategy and conduct ongoing research. Our security selection process and asset location strategies seek to maximize available returns and tax efficiency. We monitor your portfolio on a continuous basis and prioritize risk management through systematic rebalancing.

We offer a wide range of financial planning services to address your most important needs. Are you on track to meet your retirement goals? How much should you save for college? Are you paying too much in taxes? What type of estate planning is right for you? We are here to help you answer these questions and to connect you with our network of legal, tax, and insurance experts as needed. We offer an independent perspective and seek to become your trusted partner.