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Our Mission

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
 
Our sole purpose is to help our clients arrange their financial affairs in an efficient and effective way; to preserve their capital and obtain risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with financial freedom.
 
TGW Wealth Management was established to provide our clients long-term, value-added financial counsel and investment performance with exceptional service.  We are committed to providing our clients with a superior level of service as well as ongoing education designed to further their understanding of our financial and investment strategies. TGW Wealth Management will work alongside our clients in articulating, establishing, and achieving their financial life goals.
 
We believe in taking a holistic approach to financial planning for our clients.  We apply the “whole person” concept in evaluating and presenting the financial options available to the individual client.  In our experience the “best” financial solution to a given situation is not necessarily an appropIARte option for the client.
 
Each client receives an individualized analysis reflecting their current situation and available financial solutions applicable to their particular situation as well as specific recommendations as to which paths to follow.  We believe that it is particularly important to present relevant financial alternatives in order to develop a truly cohesive plan—one that is designed to achieve their lifelong financial goals as well as be consistent with their personal philosophy.  We find that quality financial decisions are made after the client is informed of options that they may not know are possible.
 
We believe with responsible decisions, reasonable expectations, and vigilant, attentive counsel each client can achieve their financial life goals.  It is to this end and purpose, on behalf of our clients, that TGW Wealth Management exists.

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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 and search by our firm name or by our CRD #175083.

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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.