LIVE THE LIFE YOU CAN IMAGINE
Totus Wealth Management helps you navigatecomplexities and provide comprehensive guidance to envision and pursue your goals.
Prepare for yourFUTURE
Totus Wealth Management is growing and we are looking for extraordinary people to join our team.
Everyone has a dream so we listen; then we advise. We focus onthe challenges and opportunities of every life stage. We open up your imagination to anything and everything and develop a holistic plan for your desired future, together. Totus Wealth Management is a different kind of wealth management firm helping in ways you’ve never imagined.
All clients want to make smart decisions and are concerned with planning for retirement and ensuring their wealth will last. Totus Wealth Management offers comprehensive strategies to help clients live the life they can imagine, both today and tomorrow.
Our understanding of your unique situation, goals and dreams guides a robust and time-based financial plan. We focus on potential future challenges and educating you on viable options and alternatives so you are confident in your future and the life you can imagine living.
AdviceWorks gives you a holistic view of your finances, helping you keep track of your financial goals and your progress toward them, while fostering a seamless collaboration between our team and you—whether you’re at home, at work, or on the go.
President & CEO
Executive Senior Partner
Director of Operations
Director of Field Development
Director of Asset Management
Director of Field Development, Financial Advisor, Registered Principal
We are affiliated with Cetera Advisors, one of the premier broker-dealers in the industry. As our broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure they can meet their obligations to investors like you.
Pershing LLC is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continuously operating bank, and one of the world’s leading providers of securities services. Pershing custodies brokerage accounts for Cetera Advisor Networks, including brokerage accounts with IRAs, and provides related administrative services, including settlement of purchases, tax and account record keeping, monthly statements, confidentiality and data integration.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.
"We are a diverse group of men and women focused on serving our clients' future dreams."