Philosophy


Life Transitions Are Your Biggest Challenge … And Opportunity

 
As you get to know us at Transition Wealth Management, we hope the most obvious of our beliefs is our belief in you -- in advocating for your highest financial interests and most important life goals. It’s what drives everything else we do: our services, areas of expertise, operations and pricing. 

What changes us is often what defines us …
which drives our particular interest in helping you navigate the myriad emotional, intellectual and wealth-related challenges inherent to complex transitions. We believe our focus and expertise here sets us apart. So much so, that we’ve named our firm after it.

Our services should be defined by your needs.
It’s important to manage your money wisely, but it’s equally important to connect transactional know-how with defining and achieving your meaningful lifestyle. Our wider wealth management strategy tends to your life in big-picture as well as granular detail. We are further strengthened by our affiliation with The Wenner Group, LLC, Certified Public Accountants, enabling adept and well-coordinated tax management. 

You deserve our complete attention.
When you receive wealth-related advice, it should be delivered with your highest interests in mind, fully informed by your unique circumstances. We’ve deliberately structured our business and our compensation model so we can best operate in this context.


Next step:
Meet the Transitions team


Doing Business with Transitions Wealth

  1. Establishing ourselves as a Registered Investment Advisor firm obligates us to a strict fiduciary relationship with our clients, which means we must understand and represent their highest financial interests.
  2. Our fee-only model further eliminates conflicts of interest inherent to accepting commissions or other third-party revenue.
  3. Our strategic alliances are likewise carefully selected to complement these principles.
In our opinion, this is not only a sound way to serve as your wealth manager. It’s the right way.