Live the Life You Imagined When you Began the Journey
We are an independent boutique wealth management firm helping our clients live the life they want to live today and tomorrow. Speak with one of our advisors in person or schedule time online.
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About Our Firm
We give our clients the familiarity of a large national brand while providing the flexibility and intimacy of a local boutique firm. Learn More About Our Team
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We are a full-service Independent Financial Planning practice focusing on Retirement, Wealth Management, Tax Planning and Estate Planning through our open architecture and unbiased approach.
We offer a unique approach to your wealth focused on understanding your values, your goals, current status. We work with you to create a custom financial plan, that evolves as you grow, and will help you live the life you envision to and through retirement.
We are a diverse team of professionals offering different perspectives and years of experience in the industry. We’re united on your behalf and driven to educate every client with knowledge to stay the course and reach their goals.
Tundidor Wealth endeavors to understand your hopes and dreams as well as your risk tolerance, fears, and concerns as the first steps in preparing your personalized financial plan. Our unique approach to financial planning and advice is not a “cookie cutter” solution, it comes from us listening and understanding your values to help define your goals and objectives.
Unique Approach to Retirement
We are a full-service Independent Financial Planning practice focusing on Retirement, Wealth Management, Tax Planning and Estate Planning through our open architecture and unbiased approach. Learn more about our firm and decide if we are a good fit for your goals.
Financial Advisor, OSJ
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Finding the Balance
Retirement and Quality of Life