Families and Individuals

Families and Individuals

 

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At Turquoise Wealth we help individuals and families with full service financial planning and investment management.

We manage personal 401(k)/403(b)/457/401(a) accounts for employees of Purdue University, Caterpillar, and many other large employers.

Our minimum account size is household based, and typical clients have investable assets of at least $500,000 between workplace retirement plans, IRA's, personal investment accounts, college savings plans, etc.

If your investable assets are not at this level, we can also provide planning and consultation services on a fee basis.

 

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 Advisor. Cambridge and Turquoise Wealth Management, LLC are not affiliated.

 

Turquoise Wealth Management
300 Main St. Suite 401
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.
Due to the uncertainty of Covid-19, Turquoise Wealth Management has decided to conduct all appointments remotely until further notice. Protecting our clients’ safety and well-being is our top priority and we want to accommodate your needs in the best way possible. If you have any questions or concerns, please feel free to reach out to us!