Broker Check

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.

Financial Independence

Our clients desire to be financially independent, meaning they do not have to work to pay their expenses. They have reached the place where they can choose how and what they do in their lives. We work with clients for years through planning and goal development to develop a plan they are confident in and that allows them to stay the course. Through investment management, asset allocation, inflation management and tax strategies we give people more confidence knowing we are pursuing the best course of action for their lives.

Retirement Planning

Many of our clients are approaching and preparing to transition into retirement. Retiring comfortably, free from financial worry, is a focused concern for many people. We develop unique and holistic retirement strategies properly designed, implemented, communicated, and monitored. We know that through the many stages of life needs change and we must look ahead if we are going to help our clients reach their goals.

Estate Planning

Some believe only wealthy individuals and families need to worry about estate planning or living wills and trusts. The reality is, everyone has an estate of some kind and we encourage our clients to discuss building a plan to minimize taxes and ensure your wealth transfers in a way you would like. Totus Wealth Management works with a diverse group of individuals that work together collectively to deliver solutions for anything life may bring. Allowing our clients to plan for the transition of their assets and ensure minimal impact from taxes and fees so their wealth is passed along to the next generation.


Insurance can be an important part of a financial strategy and protects clients’ heirs in the event of their death, illness, or disability. We are extraordinarily holistic and help clients determine type of coverage at every life stage that is best for them. We offer a wide array of insurance products, including term life, whole life, universal life, variable life, survivorship, single premium, long-term care, and disability income insurance.

Family Planning

The goal of financial planning is to help individuals and families determine the life they want to live today and tomorrow. We help determine why they want to invest, how to manage their wealth, and how to plan for the future they want to live. Everyone has a dream and we work closely with our clients to unlock their dreams through goals and desires. We work to understand where you are now and what it will take to reach your desired outcome across the many stages of life.

Organize Your Personal Documents for Loved Ones

Download a helpful guide to organize your 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 documents so they will be easy to recover.

Download Our Guide

Live in the Retirement You Can Imagine

One important step in personal finance most people never take is getting their affairs in order. This guide is designed to help you understand how to assemble the critical details of your financial life so you can focus on living the life you want to live.

Download Our Guide
<span>Gain Financial Focus with a Free Holistic View of All Your Accounts</span>

Gain Financial Focus with a Free Holistic View of All Your Accounts

Get a Free Trial of AdviceWorks on us to see a holistic view of your finances, helping you keep track of your budget and financial goals and your progress toward them.