Timberchase Financial offers wealth management services, including investment management, financial planning, tax mitigation, asset protection, and assistance with charitable giving. We use a consultative process with you, your other advisors, and our team of experts.

We work with you to solve these complex financial problems if you do not have the time, interest, or knowledge to do so:

Asset class investing – we employ a methodical approach grounded in academic research, with an eye toward tax efficiency and low investment expenses.

Estate planning – in collaboration with your estate planning attorney or an attorney to which we refer you, we assist in executing a thoughtful plan.

Legacy – we help you create a constructive legacy for your children, grandchildren, and charitable interests.

Tax planning – we consider your long-term needs by partnering with your accounting firm or a firm to which we refer you and look for ways to help you pay less tax over time.

Insurance and asset protection - we coordinate your insurance plan with outside agents so you get only what you need, for less cost. We do not sell products or accept commissions.

Control – we help you take command of your money.

Our clients hold preservation of wealth as a top financial priority and want to minimize taxes, plan for the transfer of their wealth on their terms, and make an impact on others through charitable giving. They want to educate and empower those they love to be wise stewards of their resources. We assist in these efforts, so that wealth can serve a greater purpose. 

As a completely independent firm, we focus all of our efforts on your goals. As a fiduciary, we act on your behalf. Our fee-only model creates a pristine relationship with you that minimizes conflicts of interest.

Timberchase Financial, LLC

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