We've earned the trust of our clients by finding solutions that work for multifaceted business and personal financial circumstances. Through one-on-one visits, we’ll develop a keen understanding of your needs and tailor a plan specifically for you. Finding the right partner is a key step to charting the right course for your financial journey
At Teagle Financial, we will work for you—as your advocate, your trusted resource, and your partner. We specialize in the wealth management needs of families as well as institutions, and we coordinate our services with the other members of your team such as CPAs and attorneys. From helping you invest and protect your assets, to strategies for wealth transfer and charitable giving, to managing your institution’s financial needs, we’re here to serve you.
Wealth Management provides a holistic client experience including Retirement Planning, Investment Management, Risk Management, and Financial Planning.
Once your retirement plan is formalized, we integrate insurance, education and estate planning needs. An integrated wealth management plan provides a coordinated understanding of evolving needs so you may continuously asses the magnitude of your financial decisions.