Advising Beyond Investing

It starts with a personal relationship, focused on you

What is “Advising Beyond Investing?”

  • Advice to help with money and wealth may have different meanings to different people. 
  • Our advice addresses your whole financial picture, alongside investing your hard-earned wealth
     

How We Approach Financial Planning:

Helping women in transition

Together we build a plan to achieve your goals

That plan integrates all the experts used to execute your plan including; legal, insurance, etc.

How we manage investments:

TFC's investment management process has been built and refined over the last four decades. It starts with our Investment Committee that consists of TFC senior team members and is complemented with external investment professionals who bring different perspectives and voices to the process.

Our strategic asset allocation is implemented by carefully and thoughtfully selecting index funds and asset managers to create your globally-diversified portfolios. A disciplined approach towards rebalancing and tax-sensitive investing, our approach keeps your specific goals and needs at the forefront.

Investment Committee Members:
Voting Members:

  • Renee Kwok, CFP®, CEO
  • Brian Presti, CFA, Chartered SRI Counselor℠, Chief Investment Officer
  • Michael J. Meehan, CPA/PFS, CFP®, Managing Director - Marketing & Senior Client Advisor
  • Chat Reynders, Chairman & CEO Reynders, McVeigh Capital Management

Non-voting Members:

  • Justin Klosek, CFA, Partner & Portfolio Manager at Startup Hedge Funds
  • Brian Keri, Senior Trader
  • Jaret Petruzzelli, Trading and Investment Implementation Associate

MEET OUR TEAM

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Jenna Israni

Financial Planning and Estate Administrator

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Brian Keri

Senior Trader

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Toni Grimm

CFP®, CDFA™, Senior Client Advisor

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Kerri Allen

CFP®, Senior Client Advisor