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Client Centered

Client Centered

 

We want to hear your story, and what your money means to you or your entity. What are you passionate about? What do you value? What do you want to accomplish?

Given that background, we’ll follow CFP® Board’s Financial Planning Practice Standards to build your financial plan; one that reflects your unique goals and values. We’ll recommend solutions that we believe will give you the best likelihood of making your plan a reality, and we’ll stick with you each step of the way as we work to accomplish your goals. You’ll have online access to world class tools to organize, track and plan your finances.

 

Turquoise Wealth Management
300 Main St. Suite 600
Lafayette, IN 47901
Phone: 765-637-7920

   
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.  Cambridge and Turquoise Wealth Management, LLC are not affiliated.