Families and Individuals

Families and Individuals

 

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



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

   
Home
Meet the Team
Working With You
Schedule an Appointment
Contact Us
Login
Join Our Team
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.