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Families and Individuals
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?
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.