Broker Check

Everyone has a dream so we listen; then we advise. We focus on
the 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.

<strong>Family Wealth Management Strategies</strong>

Family Wealth Management Strategies

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.


<span>A Unique Approach to Managing Your Wealth</span>

A Unique Approach to Managing Your Wealth

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.


Your Financial Big Picture. Always in Focus.&#160;

Your Financial Big Picture. Always in Focus. 

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.


Organize Your Personal Documents for Loved Ones

Download a helpful guide to organize your personal and business records in one place. Complete the pages and store the document either electronically or on paper in a secure location. Communicate to your loved ones where you store important documents so they will be easy to recover.

Download Our Free Guide

LEADERSHIP TEAM

OUR PARTNERS

Our Process

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.

Our History

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.

Interested in joining our team?  We are looking for extraordinary individuals to join Totus Wealth Management.  Call 866-221-4113

RESOURCES

Retirement

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.

Learn more

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more

Questions? Contact our team today

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