Turner Wealth Management

I am an asset allocator not your next great stock picker. My value comes in mitigating your risk while attempting to maximize returns.

You can expect to have an in person annual meeting with multiple touch points along the way. I am available to phone or virtual meetings if we cannot meet in person and you will find that I am very accessible. I am happy to meet with my clients whenever they feel they have a concern or goal that needs to be visited.

I am a fee based advisor and as a fee based advisor I charge a percentage of the assets they manage for you. That fee varies based on account size.

Yes! As a fiduciary I work in the best interest of you, the client. Nonfiduciaries need only to recommend products that are “suitable” — even if they're not the lowest-cost or most ideal for you.