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Wealth Management Process

There are many companies that you can choose to work with.  However, what this company does and what it stands for is unique. 

Our company is built upon a foundation of addressing key wealth management issues in a comprehensive and coordinated fashion for our clients.  Work is done collaboratively with our clients, a select group of professionals and through Matthew, Sean & Daren's affiliation with HD Vest Investment ServicesSM to facilitate this comprehensive approach to wealth management.  

A detailed plan will be created that systematically addresses the 8 Key Wealth Management Issues that experience shows are important to clients.  We believe that it is critically important that your Financial Adviser be well-versed in financial related issues. For this reason, we have set up our firm to be knowledgeable in not only investment related matters, but also on the tax side of the equation. Our experience with tax planning and preparation is unique to the industry and we feel it is a major advantage for our clients.       

The TMATT team is firmly committed to all clients and their families.  Our clients can expect us to; understand their situation, solve their problems-not sell product, respect their assets (no matter what size), educate them, monitor their progress towards their goals and to communicate with them on a regular basis.  The company’s definition of success is elegantly simple: comprehensive and coordinated planning has caused your goals to be met and you have enacted strategies that can protect you from things that can go wrong in your financial lives. In the end, no company can relieve you of the responsibility for your family’s success, but this company’s core beliefs, systems and resources can take away much of the anxiety and worry involved.

If you would like to schedule a meeting, please fill out our Meeting Request Form and we will get back to you within one business day.