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T3 Wealth Management Team

Meet T3 Wealth Management Team

When you work with us, you'll discover that we are group of people who enjoy the other’s company and believe in this crazy notion of guiding clients to be wise with their money, while at the same time helping them to be generous with their time, talent and treasure. We come together because we are mission-driven and passionate about helping our clients achieve long-term financial security. Our approach is to provide clients with financial guidance, education, and technological tools that will help them organize their finances so that they can make effective decisions about their money. Using combination of solutions and strategies – including investments, insurance and debt/money management solutions; brokerage and managed accounts options, estate planning and giving strategies, our financial planning approach is designed to help our clients take control of their money, so that they can focus on what matters - making an impact in the lives of their families and their communities.