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.

His success can be attributed to his ability to educate his clients, assist them in clarifying their financial goals, implementing a plan of action and providing consistent, ongoing client services. He is committed to helping his clients navigate today’s often challenging financial environments.

Thad is an active member of the Topeka Chamber of Commerce, Manhattan Chamber of Commerce, Salina Chamber of Commerce, the Better Business Bureau and the National Ethics Association. Thad is a native of Kansas. His wife Amy helps keep his business organized and he has two children, Kirsten and Kaleb. Thad is an avid sports fan and enjoys spending his leisure time hunting, fishing and golfing.

Email Address thad@tgwwealthmanagement.com

Phone: (785) 213-0740

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

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.