Salina, Kansas
Schedule a Meeting With Thad Wellshear or Call 785-213-0740
Salina, Kansas
Salina, KS 67401
Office: 785-213-0740
thad@tgwwealthmanagement.com
We’ll Plan for the Whole Journey, Together.
The TGW Wealth Management Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Step 1: Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Step 2: Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
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
Salina, Kansas
204 S. Santa Fe Ave, Ste #3
Salina, KS 67401
Office: 785-213-0740
thad@tgwwealthmanagement.com
Regular Review
Your life will change. And your plan must change with it. At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.
