a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.
It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Investment Adviser Representative. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust IAR?
Investment Adviser Representatives are not here to sell, but to guide.
Investment Adviser Representatives are not tied to any specific family of funds or investment products.
Investment Adviser Representatives are here to serve your interests – no one else’s.
Meet Thad Wellshear
PRESIDENT / CEO TGW Wealth Management
Thad Wellshear, owner of TGW Wealth Management has been in the insurance and financial services industry since 2003. His background includes experience in social security planning, insurance, asset preservation, income and retirement planning. He is extremely passionate about his career and strives for the highest level of integrity and client satisfaction.
Thad’s objective is for each client to have a plan and course of action that brings them financial confidence and peace of mind. He believes in an extensive discovery process to establish goals, prioritize concerns and provide an individualized financial plan for each client. His planning techniques have assisted his clients in maximizing yield with no market risk, reducing taxes, protecting assets from long term care costs and avoiding probate. […]
If you knew you had Promised income for life as part of your overall retirement plan
What would you do?
A Legal Fiduciary Responsibility
As a Investment Adviser Representative, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
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We’d love to hear from you!
Ask us any questions you may have, and we’ll be sure to help answer them.