As fiduciaries, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We apply a disciplined, objective approach that improves your financial security and increases wealth. Working together, we help you make choices that improve your financial well-being.
HighTower’s open-source platform drives our ability to diligently serve every client and to protect their assets by providing access to best-in-class and highly-trusted brokerage firms, custodians and vendors. With experience as investment consultants, certified financial planners, and service providers, our team delivers deep and diverse expertise that drives operational efficiency and better results for your plans.
TC Wealth Management fosters lasting client relationships—we are passionate in sharing a strong understanding of client objectives. Our relationships span generations and are rooted in a thoughtful appreciation of both a family’s wealth and its characteristics. Our clients participate in comprehensive conversations about the investment planning process and receive advice that reflects their family’s specific needs and desires.
The Corporate & Executive Services Team of TC Wealth Management works closely with corporations to manage their equity-based compensation plans. CESG has established relationships with software and administrative providers to offer stock plan solutions. We compare the services offered by these providers to ensure our clients receive the best possible service in the most cost-effective manner over the life of the plan. In addition, we provide execution, personalized education and wealth management services to stock plan participants of public corporations. Our communication and financial planning strategies are designed to educate, inform and motivate participants in order to increase their awareness and maximize the value of their equity awards.