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.
His success can be attributed to his ability to educate his clients, assist them in clarifying their financial goals, implementing a plan of action and providing consistent, ongoing client services. He is committed to helping his clients navigate today’s often challenging financial environments.
Thad is an active member of the Topeka Chamber of Commerce, Manhattan Chamber of Commerce, Salina Chamber of Commerce, the Better Business Bureau and the National Ethics Association. Thad is a native of Kansas. His wife Amy helps keep his business organized and he has two children, Kirsten and Kaleb. Thad is an avid sports fan and enjoys spending his leisure time hunting, fishing and golfing.
Email Address firstname.lastname@example.org
Phone: (785) 213-0740
Phone (785) 213-0740
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.