We act as your Personal CFO

The role of a financial advisor has evolved over time; we pride ourselves on anticipating the evolving needs of our client’s to provide the necessary guidance to achieve their goals and start planning with purpose.

We offer these advisory services:

Holistic Life Planning
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Comprehensive Planning

What we do best – and what primarily do for most of our customers. A partnership built on their values and priorities including the advice, coaching, accountability and support to accomplish their goals.

Wealth Management
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Wealth Management

You have worked hard for your wealth, and we want your money working for you as often and efficiently as possible. Therefore, the core of our investment philosophy at TM3 Wealth is crafted around the power of compounding returns that grow and preserve your wealth.

More than just finances

As a full service advisory practice, we will help you implement your financial plan by providing more than just traditional support and advice about your money.

TM3 Wealth also offers these additional advisory services:


Access to our extensive network of trusted professional partners (CPAs, attorneys, etc)

Thought Leadership

Seminars and workshops for clients and their friends, and training for their companies and employees

Family Education

Help to make sure everyone in your family understands the impact of your financial plan, along with helping them develop their own plan.


We are available outside of scheduled meetings to answer your questions
Happpy father and daughter

Our clients are individuals, couples, families and businesses who…

  • Want to be involved in their financial goals.
  • Are open to new ideas and strategies.
  • Value a deep, long-term relationship.
  • Want to plan with purpose.
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What do you value?

Planning with purpose begins with knowing what is most important to you. This is the first step in aligning your life with your goals.

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Start the Conversation

Let us know what you are looking for so we can follow up and provide you with helpful information.