Tomkiewicz Wealth Management
No reviews yet · Serves Nationwide · Specializes in HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals, Pre-Retirees (5-10 years out)
Advice in plain English.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Loss Harvesting
- Tax Planning & Strategy
- Wealth Management
Pricing
- Wealth Management - Preparing to Retire — 0.5%–1.25% of AUM
- Building Wealth - Medical Professionals — 0.5%–1.25% of AUM