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What We Do
Financial planning should be about more than just money. Everyone’s goals are unique, which is why, as financial fiduciaries, our first priority is to listen and get to know you as an individual. Our experienced and knowledgeable financial planners take a holistic approach by getting to know you and your aspirations before applying our expertise to build your financial plan.
We 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?
Given that background, we’ll follow CFP® Board’s Financial Planning Practice Standards to build your financial plan; one that reflects your unique goals and values. We will recommend solutions that we believe will give you the best likelihood of making your plan a reality, and we’ll stick with you each step of the way as we work to accomplish your goals.
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!
Entities
At Turquoise Wealth Management, we have over a decade of experience investing for institutions, including Municipalities and Public Funds, as well as other Institutions and Businesses, including Non-Profits.
We advise clients on appropriate Investment Policy and help them create and comply with their own Investment Policy Statement (IPS).
For Statutorily restricted Public Funds, we have expertise in the Fixed-Income space and specifically in how to make the most of statue limited investment options.
For Entity clients, the minimum account size for Fixed Income only is $5,000,000, and accounts with a policy including equities have a minimum of $1,000,000.
