Board of Advisors + Interview with Managing Partner of TM Wealth Management, Thomas Seneca
Blueprint for Wealth · Wayne M. Zell
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Show Notes
On this segment of Blueprint for Wealth, Wayne Zell discusses the Board of Advisors, followed by Managing Partner of TM Wealth Management, Thomas Seneca
"T.M. Wealth Management is an independent boutique wealth management firm offering customized institutional quality products and strategies to assist our clients with their financial goals. The basis of our successful wealth management service is our consultative approach using a defined process. We have developed a Consultative Client Management process which revolves around a series of client meetings. These meetings allow us to work in partnership with our clients to develop a comprehensive set of unique solutions for each client. Securities and investment advisory services offered through Girard Securities Inc. member FINRA/SIPC T.M. Wealth Management is not affiliated with Girard Securities, Inc."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/VIkoIkOQtDk