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Tallus Wealth Management (TWM)

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Tallus Wealth Management (TWM)

Overview:

Tallus Wealth Management (TWM) is an asset management firm working with high net worth individuals, families, businesses, and foundations/institutions. John Easley, Andrй Lister, and Robert Kuchman (Managing Directors) have all worked for major Wall Street financial firms, but have chosen to open their own practice to provide an intelligent form of asset management for their clients. Although TWM provides full financial services, the core value lies in their ability to manage portfolio risk to seek to maximize long term investment results. TWM remembers that the client still comes first and the importance of having client/advisor synergy. With nearly 50 years experience between them, John, Andrй, and Bob have successfully built their practice using these core principles: honesty, dedication to clients, and humility. Being affiliated with the #1 Independent Broker/Dealer in the nation*, LPL Financial, the financial professionals at TWM bring with them strength. Working with TWM affords clients portfolio management, retirement planning, estate planning, income strategy, and access to alternative investments.
*based on total revenues, as reported in Financial Planning magazine, June 1996-2009
Asset management services are offered through LPL Financial, a registered investment advisor.

Our Commitment

Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and the understanding of your current financial situation are vital to successfully making prudent decisions concerning your future financial picture.

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