Who We Serve
Engineers, Scientists and other Data minded Individuals and their families.
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 household investment size is $1,000,000.
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 with you!