The CTMA Wealth Management team - 100 years of combined experience serving individuals.
"Life is like a game of cards. The hand you are dealt with is determinism; the way you play is free will."
~ Jawaharial Nehru
As clients' assets grow and life's financial decisions become more complex, CTMA can be your partner. We combine a wealth of resources to make your financial life easy to understand and manage.
Often clients will have multiple accounts (i.e. IRAs, Trust Accounts, 529s, individual investment accounts, annuities) they want a plan that maximizes the result but one they can understand. We develop, implement and maintain Smart Simple Solutions to put all of the pieces together. CTMA builds plans you can understand and be confident in. We use the best options available and provide full disclosure giving you an efficient and transparent, complete plan.
We utilize asset allocation strategies across multiple accounts, asset types and with your individual needs (liquidity, tax deferral, diversification, etc.) upper most in mind. Helping to maximize your overall strategy - not just an individual investment. We always attempt to utilize the lowest cost and appropriate risk strategies, while providing complete transparency. We encourage clients to access and understand the what, why and how we work. An informed investor is our best client.
CTMA believes in mutual respect, trust and understanding and values our relationships so you can value what we do for you. Many of the accounts have assets which include: individually held Equities, Bonds, U.S. Treasuries, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs) and when appropriate, hedging strategies.
We utilize asset allocation strategies across multiple accounts, asset types and with your individual needs (liquidity, tax deferral, diversification, etc.) upper most in mind. Helping to maximize your overall strategy - not just an individual investment. We always attempt to utilize the lowest cost and appropriate risk strategies, while providing complete transparency. We encourage clients to access and understand the what, why and how we work. An informed investor is our best client.
CTMA believes in mutual respect, trust and understanding and values our relationships so you can value what we do for you. Many of the accounts have assets which include: individually held Equities, Bonds, U.S. Treasuries, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Master Limited Partnerships (MLPs) and when appropriate, hedging strategies.
