Building Better
Retirements
One Client at a Time!
Fiduciary
It’s time to make a choice. Plan for your future.
It’s as simple as making a phone call, and sitting down with a Investment Adviser Representative. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.
Why Should I Trust IAR?
Investment Adviser Representatives are not here to sell, but to guide.
Investment Adviser Representatives are not tied to any specific family of funds or investment products.
Investment Adviser Representatives are here to serve your interests – no one else’s.
Meet Thad Wellshear
PRESIDENT / CEO TGW Wealth Management
Thad Wellshear, owner of TGW Wealth Management has been in the insurance and financial services industry since 2003. His background includes experience in social security planning, insurance, asset preservation, income and retirement planning. He is extremely passionate about his career and strives for the highest level of integrity and client satisfaction.
Thad’s objective is for each client to have a plan and course of action that brings them financial confidence and peace of mind. He believes in an extensive discovery process to establish goals, prioritize concerns and provide an individualized financial plan for each client. His planning techniques have assisted his clients in maximizing yield with no market risk, reducing taxes, protecting assets from long term care costs and avoiding probate. […]
If you knew you had Promised income for life as part of your overall retirement plan
What would you do?
Our Mission
Educational Workshops
Gain Financial Intelligence. Attend an educational workshop.
Services Offered
TGW Wealth Management specializes in these Financial & Insurance products.
A Legal Fiduciary Responsibility
As a Investment Adviser Representative, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
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We’d love to hear from you!
Ask us any questions you may have, and we’ll be sure to help answer them.
Accreditation
Phone (785) 213-0740
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov
Better Business Bureau (“BBB”) ratings represent the BBB's opinion of how the business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. Thad Wellshear has been a member of the BBB since 2007 and does not pay for the A+ rating. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Thad Wellshear by any of its clients or that a client or prospective client will experience the same or a higher level of investment performance.