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Formaly Known as Creative Senior Solutions

Fiduciary

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 Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.

Why Should I Trust RIA?

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Registered Investment Advisors are not here to sell, but to guide.

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Registered Investment Advisors are not tied to any specific family of funds or investment products.

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Registered Investment Advisors 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 guaranteed income for life as part of your overall retirement plan

What would you do?

Our Mission

Our mission is to help our clients make smart investment and financial decisions

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Educational Workshops

Gain Financial Intelligence. Attend an educational workshop.

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Services Offered

TGW Wealth Management specializes in these Financial & Insurance products.

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A Legal Fiduciary Responsibility

 

As a Registered Investment Advisor, 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!

Please give us your contact information and we’ll be happy to reach out to you.
Ask us any questions you may have, and we’ll be sure to help answer them.