Families and Individuals

Families and Individuals

 

Are you on track?  Let’s find out... Click here to begin



At Turquoise Wealth Management we help individuals and families with full service financial planning and investment management.
In addition to personal investment, retirement, and trust accounts, we can also manage workplace 401(k)/403(b0/457/401(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 $1,000,000.
If your investable assets are not at this level, we can also provide planning and consultation on a fee basis (minimum annual fees $7,500).

If you are an accredited investor or over 10 years from retirement and don’t meet the minimum account threshold but are saving heavily and serious about growing your wealth, we may be able to work out a combination arrangement.


Working With You

I 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?


LEARN MORE


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

   
Home
Meet the Team
Working With You
Schedule an Appointment
Contact Us
Login
Join Our Team
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AK, CO, FL, IL, IN, MI, MO, NV, NY, TN, TX. Cambridge and Turquoise Wealth Management, LLC are not affiliated.