As an independent wealth management firm, we offer objectivity and professional advice to find financial planning solutions.  

We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

The foundation of Tungsten Wealth Management was shaped on the idea of simplifying the complex.  In an ever-increasing complicated financial services industry, we aim to be a light for those looking for clarity and guidance – a light to help clients find and stay on track toward achieving their financial goals.

Providing independent financial services, we are free from any proprietary products or services that others may be required to push. As such, we proudly believe in following the Fiduciary Standard, and serve our clients in a manner which puts their interests and needs above all else.

We stand firm in our belief that you should work with and invest in people and things you can clearly understand.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC www.sipc.org.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, FL, KS, IL, LA, MD, ME, MO, MS, NC, ND, NY, OH, OK, SC, TN and TX.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Tungsten Wealth Management

Org chart

Teams

Offices