Built on Personal Service and Long-Term Relationships
Built on personal service and long-term relationships, our mission is to help clients pursue financial stability, security, and true independence—through planning that matches your goals and your life.
Schedule a Meeting With Thad Wellshear or Call 785-213-0740
Experience. Guidance. Financial Confidence.
Helping individuals and families develop personalized financial strategies designed around their goals, concerns, retirement objectives and long-term financial well-being.
Personalized Guidance with a Purpose
Since 2003, Thad Wellshear has helped clients better understand their financial options and develop a clear course of action. His approach begins with listening, education and an extensive discovery process designed to identify what matters most to each individual and family.
Thad Wellshear
Thad Wellshear, owner of TGW Wealth Management, has been serving clients in the insurance and financial services industry since 2003. His background includes experience in Social Security planning, insurance, asset preservation, income planning and retirement planning.
Thad is extremely passionate about his career and strives to provide the highest level of integrity, professionalism and client satisfaction. His objective is for each client to have a plan and clear course of action that can bring greater financial confidence and peace of mind.
He believes in an extensive discovery process to establish goals, prioritize concerns and develop an individualized financial strategy for each client. His planning experience has helped clients explore strategies designed to protect assets, create reliable income, address tax considerations and prepare for the financial challenges that can accompany retirement.
Thad's success can be attributed to his ability to educate clients, help them clarify their financial goals, implement a course of action and provide consistent, ongoing client service. He is committed to helping clients navigate today's often challenging financial environment with greater understanding and confidence.
Financial Guidance Centered Around You
Every financial decision begins with understanding your goals, your concerns and what you want your future to look like.
Discover What Matters
Thad takes the time to understand each client's goals, priorities, concerns, income needs and long-term financial objectives before recommending a strategy.
Develop a Clear Strategy
Financial strategies are individualized around each client's circumstances with the goal of creating a clear and understandable course of action.
Ongoing Client Service
Financial planning is not a one-time event. Thad believes consistent communication and ongoing service are important parts of helping clients stay focused on their goals.
Community
Commitment.
Proud to Call Kansas Home
Thad is a native of Kansas and an active member of the Topeka Chamber of Commerce, Manhattan Chamber of Commerce, Salina Chamber of Commerce, Better Business Bureau and National Ethics Association.
His wife, Amy, helps keep his business organized, and they have two children, Kirsten and Kaleb. Outside of the office, Thad is an avid sports fan and enjoys spending his leisure time hunting, fishing and golfing.
Start a Conversation with Thad
Whether you're preparing for retirement, reviewing your current financial strategy or simply looking for greater clarity about your options, TGW Wealth Management is ready to help you take the next step.
TGW Wealth Management Locations
Topeka, Kansas
1315 SW Arrowhead Road
Topeka, KS 66604
Office: 785-213-0740
thad@tgwwealthmanagement.com
Manhattan, Kansas
210 Southwind Rd, Suite 2A
Manhattan, KS 66502
Office: 785-213-0740
thad@tgwwealthmanagement.com
