We take the time to learn about you


Professional Investment Advisory Services, Wealth Management Planning, Estate Planning and Risk Management integrated into a holistic plan.

We work closely with a select group of families and businesses in the management of their financial needs.  They employ us to leverage our time, experience, and expertise required to care for their wealth.  We strive to understand and provide input in all facets of their financial affairs, therefore creating a deeper, longer-term relationship than typically expected from a financial advisor.


Thorny trade routes

While the tariff skirmishes may involve more fireworks, we think the trade standoffs will ultimately be manageable for economies and markets.   Read the full economic outlook in the latest edition of Global Insight.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact us.

Click here  to access your "Personal Wealth Dashboard" (formerly eMoney)


Meet the team

Learn more about the Turner - Fisher Investment Group.