Totality as a whole is superior to its elements. Totus Wealth Management is a different kind of wealth management firm, one focused on the totality of your financial portfolio. Our philosophy is built on the idea that we consider the totality of your financial portfolio and goals so we can provide more comprehensive guidance. Totus Wealth Management works with you to understand your goals, earn your confidence so we can help you navigate the complexities of life and live the life you can imagine.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Totus Wealth Management is built to help you offer a full suite of practice management tools. Stop going it alone and focus on building your practice and the work you love and leave the rest to our highly capable team of professionals.
During this time, we want to learn more about you and share more about our process and approach. We will ask you to collect documents and inform us of your financial situation.
We want to determine what is important to you and what keeps you up at night. We will work with you to prioritize objectives and strategies for the future.
We will assess your current plans, investment strategies, insurance and all available assets.
We will provide a detailed overview of our recommendations. We want to ensure that you understand your investment options and that you are comfortable with the recommended course of action.
Once we develop a clear roadmap, should you choose to work with us, we move the plan into action. We will execute necessary paperwork and begin to implement your precise plan.
We will continue to meet at conveniently scheduled intervals to review progress toward your long-term financial goals. This also gives us visibility into life changes and adjustments we need to make pursuing your future success.
As an independent firm, we take the time to figure out what our clients need, and what exactly they don't. The correct insurance coverage can vary on your situation, but unfortunately, it's common that you've aligned yourself with an incorrect policy. Take some time to fill out the form below, and we'll set up a 30-minute no-obligation review of your insurance coverage to help you pay for what you need, and not what you don't.
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.
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