Your "30,000 FT. Wealth Management TEAM"

The 30,000 Ft. Wealth Management team's practice has been built around putting our clients' interests first. We understand that every individual, family, and business has their own unique goals. We assist our clients in pursuing their goals in the most efficient way.
OUR WORK
For Individuals:
We take the guesswork out of future planning so that you can, truly LIVE.. at every level.
Learn MoreFor Businesses:
We partner with CPAs, tax firms, law firms, independent property and casualty agencies, and other companies to formalize a relationship that helps both of our organizations grow and better serve our clients.
Learn More
Individual Needs
Wealth Management
Retirement Planning
Investment Management
Asset Protection
Business Needs
401(k)
Business Succession Planning
Employer Sponsored Plans
Executive Compensation Strategies

One of the ways we do this is by providing clients access to their own personal website >> eMoney
Where they can consolidate all of their financial information in a secure way.
This allows our clients to monitor their accounts and work with our advisors to help pursue their individual goals.
We provide custom solutions for both individuals and businesses by incorporating services such as:
SERVING INDIVIDUALS
Learn more about how we can help you plan for retirement and pursue financial success.
INVESTMENT STRATEGIES
Learn more about how our open architecture approach can work for your financial goals.